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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 | $50,932 | $160,040-68.2% | $147,096-65.4% | $145,877-65.1% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 2.58% | 98.49%-95.9pp | 419.75%-417.2pp | 551.28%-548.7pp |
| Employer contribution / active EE | $3,442 | $5,289-34.9% | $4,936-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $5,337 | $8,429-36.7% | $8,071-33.9% | $6,691-20.2% |
| Admin fee / account holder | $12,418 | $15,050-17.5% | $13,005-4.5% | $13,402-7.3% |