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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 | $94,294 | $114,093-17.4% | $96,171-2.0% | $167,536-43.7% |
| Participation rate | 30.0% | 75.1%-45.1pp | 68.4%-38.4pp | 82.1%-52.1pp |
| Annual return | 5.15% | 190.00%-184.9pp | 192.04%-186.9pp | 478.82%-473.7pp |
| Employer contribution / active EE | $477 | $3,429-86.1% | $2,799-82.9% | $4,839-90.1% |
| Participant deferral / active EE | $2,570 | $5,197-50.5% | $4,350-40.9% | $6,342-59.5% |
| Admin fee / account holder | $484 | $6,899-93.0% | $5,538-91.3% | $12,315-96.1% |