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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 | $31,002 | $159,978-80.6% | $147,041-78.9% | $145,978-78.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.34% | 98.36%-90.0pp | 419.21%-410.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $2,616 | $5,288-50.5% | $4,935-47.0% | $4,662-43.9% |
| Participant deferral / active EE | $4,088 | $8,429-51.5% | $8,071-49.4% | $6,690-38.9% |
| Admin fee / account holder | $7,937 | $15,053-47.3% | $13,006-39.0% | $13,400-40.8% |