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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 | $57,807 | $160,070-63.9% | $147,117-60.7% | $145,897-60.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.57% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,933 | $5,285-44.5% | $4,932-40.5% | $4,663-37.1% |
| Participant deferral / active EE | $19,232 | $8,419+128.4% | $8,065+138.5% | $6,689+187.5% |
| Admin fee / account holder | $2,906 | $15,035-80.7% | $12,993-77.6% | $13,390-78.3% |