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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 | $88,510 | $160,070-44.7% | $147,117-39.8% | $145,897-39.3% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 8.28% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,115 | $5,285-60.0% | $4,932-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $3,173 | $8,419-62.3% | $8,065-60.7% | $6,689-52.6% |
| Admin fee / account holder | $644 | $15,035-95.7% | $12,993-95.0% | $13,390-95.2% |