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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 | $31,278 | $160,070-80.5% | $147,117-78.7% | $145,897-78.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 5.91% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $2,676 | $5,285-49.4% | $4,932-45.8% | $4,663-42.6% |
| Participant deferral / active EE | $5,358 | $8,419-36.4% | $8,065-33.6% | $6,689-19.9% |
| Admin fee / account holder | $3,254 | $15,035-78.4% | $12,993-75.0% | $13,390-75.7% |