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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 | $25,187 | $112,131-77.5% | $95,964-73.8% | $158,982-84.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 1.89% | 171.19%-169.3pp | 91.64%-89.8pp | 302.99%-301.1pp |
| Employer contribution / active EE | $1,404 | $3,199-56.1% | $2,541-44.8% | $4,763-70.5% |
| Participant deferral / active EE | $5,660 | $4,784+18.3% | $4,167+35.8% | $5,983-5.4% |
| Admin fee / account holder | $8,591 | $10,136-15.2% | $6,797+26.4% | $11,252-23.6% |