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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 | $54,143 | $160,028-66.2% | $147,080-63.2% | $145,884-62.9% |
| Participation rate | 54.2% | 84.0%-29.9pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 5.42% | 98.60%-93.2pp | 420.17%-414.8pp | 551.85%-546.4pp |
| Employer contribution / active EE | $1,236 | $5,286-76.6% | $4,933-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $3,188 | $8,422-62.2% | $8,066-60.5% | $6,690-52.4% |
| Admin fee / account holder | $9,937 | $15,030-33.9% | $12,989-23.5% | $13,392-25.8% |