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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 | $159,934-56.8% | $147,005-53.0% | $145,959-52.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 5.89% | 98.24%-92.4pp | 418.76%-412.9pp | 561.95%-556.1pp |
| Employer contribution / active EE | $2,561 | $5,287-51.6% | $4,934-48.1% | $4,661-45.1% |
| Participant deferral / active EE | $7,430 | $8,427-11.8% | $8,070-7.9% | $6,689+11.1% |
| Admin fee / account holder | $6,008 | $15,053-60.1% | $13,006-53.8% | $13,398-55.2% |