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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 | $59,700 | $137,414-56.6% | $189,537-68.5% | $85,847-30.5% |
| Participation rate | 42.1% | 84.6%-42.5pp | 87.8%-45.7pp | 69.3%-27.2pp |
| Annual return | 10.58% | 38.14%-27.6pp | 555.34%-544.8pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,731 | $4,344-60.1% | $6,161-71.9% | $2,565-32.5% |
| Participant deferral / active EE | $3,174 | $6,260-49.3% | $8,220-61.4% | $3,952-19.7% |
| Admin fee / account holder | $2,832 | $8,630-67.2% | $12,048-76.5% | $6,261-54.8% |