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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 | $109,409 | $160,028-31.6% | $147,080-25.6% | $145,884-25.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 6.05% | 98.60%-92.6pp | 420.17%-414.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $2,152 | $5,286-59.3% | $4,933-56.4% | $4,662-53.8% |
| Participant deferral / active EE | $3,961 | $8,422-53.0% | $8,066-50.9% | $6,690-40.8% |
| Admin fee / account holder | $3,016 | $15,030-79.9% | $12,989-76.8% | $13,392-77.5% |