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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 | $73,436 | $160,070-54.1% | $147,117-50.1% | $145,897-49.7% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 2.15% | 98.69%-96.5pp | 420.54%-418.4pp | 552.29%-550.1pp |
| Employer contribution / active EE | $1,407 | $5,285-73.4% | $4,932-71.5% | $4,663-69.8% |
| Participant deferral / active EE | $7,188 | $8,419-14.6% | $8,065-10.9% | $6,689+7.4% |
| Admin fee / account holder | $1,323 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |