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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 | $159,934-54.1% | $147,005-50.0% | $145,959-49.7% |
| Participation rate | 31.3% | 84.0%-52.7pp | 82.2%-50.9pp | 80.3%-49.0pp |
| Annual return | 2.15% | 98.24%-96.1pp | 418.76%-416.6pp | 561.95%-559.8pp |
| Employer contribution / active EE | $1,407 | $5,287-73.4% | $4,934-71.5% | $4,661-69.8% |
| Participant deferral / active EE | $7,188 | $8,427-14.7% | $8,070-10.9% | $6,689+7.5% |
| Admin fee / account holder | $1,323 | $15,053-91.2% | $13,006-89.8% | $13,398-90.1% |