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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 | $78,029 | $109,967-29.0% | $97,197-19.7% | $145,877-46.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 4.94% | 244.27%-239.3pp | 75.47%-70.5pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,922 | $3,077-37.5% | $2,723-29.4% | $4,663-58.8% |
| Participant deferral / active EE | $2,195 | $4,676-53.1% | $4,263-48.5% | $6,691-67.2% |
| Admin fee / account holder | $1,208 | $6,199-80.5% | $5,637-78.6% | $13,402-91.0% |