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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 | $65,463 | $159,978-59.1% | $147,041-55.5% | $145,978-55.2% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 8.47% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,027 | $5,288-61.7% | $4,935-58.9% | $4,662-56.5% |
| Participant deferral / active EE | $6,402 | $8,429-24.0% | $8,071-20.7% | $6,690-4.3% |
| Admin fee / account holder | $22,705 | $15,053+50.8% | $13,006+74.6% | $13,400+69.4% |