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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 | $40,136 | $159,934-74.9% | $147,005-72.7% | $145,959-72.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.15% | 98.24%-92.1pp | 418.76%-412.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $3,902 | $5,287-26.2% | $4,934-20.9% | $4,661-16.3% |
| Participant deferral / active EE | $14,854 | $8,427+76.3% | $8,070+84.1% | $6,689+122.1% |
| Admin fee / account holder | $45,889 | $15,053+204.8% | $13,006+252.8% | $13,398+242.5% |