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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 | $59,427 | $106,005-43.9% | $92,239-35.6% | $147,585-59.7% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 9.02% | 50.05%-41.0pp | 176.29%-167.3pp | 578.58%-569.6pp |
| Employer contribution / active EE | $755 | $4,333-82.6% | $3,680-79.5% | $4,876-84.5% |
| Participant deferral / active EE | $1,998 | $4,478-55.4% | $3,897-48.7% | $5,439-63.3% |
| Admin fee / account holder | $621 | $6,333-90.2% | $5,194-88.0% | $10,886-94.3% |