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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,923 | $176,077-80.2% | $159,455-78.1% | $167,518-79.2% |
| Participation rate | 65.0% | 84.9%-19.9pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 8.58% | 331.83%-323.3pp | 263.63%-255.0pp | 478.71%-470.1pp |
| Employer contribution / active EE | $1,645 | $5,298-68.9% | $4,830-65.9% | $4,838-66.0% |
| Participant deferral / active EE | $3,459 | $7,751-55.4% | $7,353-53.0% | $6,342-45.5% |
| Admin fee / account holder | $2,128 | $12,556-83.0% | $10,800-80.3% | $12,312-82.7% |