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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 | $160,028-74.9% | $147,080-72.7% | $145,884-72.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.15% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $3,902 | $5,286-26.2% | $4,933-20.9% | $4,662-16.3% |
| Participant deferral / active EE | $14,854 | $8,422+76.4% | $8,066+84.1% | $6,690+122.0% |
| Admin fee / account holder | $45,889 | $15,030+205.3% | $12,989+253.3% | $13,392+242.7% |