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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 | $55,125 | $160,028-65.6% | $147,080-62.5% | $145,884-62.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 9.29% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,924 | $5,286-63.6% | $4,933-61.0% | $4,662-58.7% |
| Participant deferral / active EE | $7,800 | $8,422-7.4% | $8,066-3.3% | $6,690+16.6% |
| Admin fee / account holder | $1,865 | $15,030-87.6% | $12,989-85.6% | $13,392-86.1% |