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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 | $39,331 | $160,070-75.4% | $147,117-73.3% | $145,897-73.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.66% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,798 | $5,285-28.1% | $4,932-23.0% | $4,663-18.6% |
| Participant deferral / active EE | $5,601 | $8,419-33.5% | $8,065-30.6% | $6,689-16.3% |
| Admin fee / account holder | $1,329 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |