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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 | $71,538 | $160,070-55.3% | $147,117-51.4% | $145,897-51.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.52% | 98.69%-92.2pp | 420.54%-414.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $3,923 | $5,285-25.8% | $4,932-20.5% | $4,663-15.9% |
| Participant deferral / active EE | $7,263 | $8,419-13.7% | $8,065-9.9% | $6,689+8.6% |
| Admin fee / account holder | $43,580 | $15,035+189.9% | $12,993+235.4% | $13,390+225.5% |