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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 | $53,626 | $159,934-66.5% | $147,005-63.5% | $145,959-63.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.38% | 98.24%-91.9pp | 418.76%-412.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $1,320 | $5,287-75.0% | $4,934-73.2% | $4,661-71.7% |
| Participant deferral / active EE | $10,281 | $8,427+22.0% | $8,070+27.4% | $6,689+53.7% |
| Admin fee / account holder | $7,104 | $15,053-52.8% | $13,006-45.4% | $13,398-47.0% |