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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 | $64,719 | $160,040-59.6% | $147,096-56.0% | $145,877-55.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.38% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,630 | $5,289-69.2% | $4,936-67.0% | $4,663-65.0% |
| Participant deferral / active EE | $5,537 | $8,429-34.3% | $8,071-31.4% | $6,691-17.2% |
| Admin fee / account holder | $9,079 | $15,050-39.7% | $13,005-30.2% | $13,402-32.3% |