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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 | $48,499 | $160,070-69.7% | $147,117-67.0% | $145,897-66.8% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 9.51% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,214 | $5,285-58.1% | $4,932-55.1% | $4,663-52.5% |
| Participant deferral / active EE | $3,653 | $8,419-56.6% | $8,065-54.7% | $6,689-45.4% |
| Admin fee / account holder | $78,154 | $15,035+419.8% | $12,993+501.5% | $13,390+483.7% |