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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 | $89,403 | $209,425-57.3% | $178,499-49.9% | $158,966-43.8% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 1.91% | 188.80%-186.9pp | 151.10%-149.2pp | 302.95%-301.0pp |
| Employer contribution / active EE | $2,300 | $5,707-59.7% | $5,011-54.1% | $4,762-51.7% |
| Participant deferral / active EE | $6,375 | $5,955+7.1% | $5,202+22.5% | $5,983+6.6% |
| Admin fee / account holder | $419 | $17,078-97.5% | $13,986-97.0% | $11,250-96.3% |