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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 | $53,263 | $160,028-66.7% | $147,080-63.8% | $145,884-63.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.12% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,151 | $5,286-78.2% | $4,933-76.7% | $4,662-75.3% |
| Participant deferral / active EE | $6,482 | $8,422-23.0% | $8,066-19.6% | $6,690-3.1% |
| Admin fee / account holder | $2,781 | $15,030-81.5% | $12,989-78.6% | $13,392-79.2% |