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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 | $69,030 | $160,040-56.9% | $147,096-53.1% | $145,877-52.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 5.89% | 98.49%-92.6pp | 419.75%-413.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $2,561 | $5,289-51.6% | $4,936-48.1% | $4,663-45.1% |
| Participant deferral / active EE | $7,430 | $8,429-11.9% | $8,071-7.9% | $6,691+11.0% |
| Admin fee / account holder | $6,008 | $15,050-60.1% | $13,005-53.8% | $13,402-55.2% |