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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 | $49,970 | $159,978-68.8% | $147,041-66.0% | $145,978-65.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.58% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,911 | $5,288-63.9% | $4,935-61.3% | $4,662-59.0% |
| Participant deferral / active EE | $6,934 | $8,429-17.7% | $8,071-14.1% | $6,690+3.7% |
| Admin fee / account holder | $3,461 | $15,053-77.0% | $13,006-73.4% | $13,400-74.2% |