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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 | $160,040-74.3% | $147,096-72.0% | $145,877-71.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.51% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,427 | $5,289-35.2% | $4,936-30.6% | $4,663-26.5% |
| Participant deferral / active EE | $9,898 | $8,429+17.4% | $8,071+22.6% | $6,691+47.9% |
| Admin fee / account holder | $19,375 | $15,050+28.7% | $13,005+49.0% | $13,402+44.6% |