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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 | $160,070-74.9% | $147,117-72.7% | $145,897-72.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.15% | 98.69%-92.5pp | 420.54%-414.4pp | 552.29%-546.1pp |
| Employer contribution / active EE | $3,902 | $5,285-26.2% | $4,932-20.9% | $4,663-16.3% |
| Participant deferral / active EE | $14,854 | $8,419+76.4% | $8,065+84.2% | $6,689+122.1% |
| Admin fee / account holder | $45,889 | $15,035+205.2% | $12,993+253.2% | $13,390+242.7% |