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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 | $41,197 | $160,070-74.3% | $147,117-72.0% | $145,897-71.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.51% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,427 | $5,285-35.2% | $4,932-30.5% | $4,663-26.5% |
| Participant deferral / active EE | $9,898 | $8,419+17.6% | $8,065+22.7% | $6,689+48.0% |
| Admin fee / account holder | $19,375 | $15,035+28.9% | $12,993+49.1% | $13,390+44.7% |