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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 | $95,202 | $114,093-16.6% | $96,171-1.0% | $167,536-43.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 8.43% | 190.00%-181.6pp | 192.04%-183.6pp | 478.82%-470.4pp |
| Employer contribution / active EE | $2,810 | $3,429-18.1% | $2,799+0.4% | $4,839-41.9% |
| Participant deferral / active EE | $5,063 | $5,197-2.6% | $4,350+16.4% | $6,342-20.2% |
| Admin fee / account holder | $3,856 | $6,899-44.1% | $5,538-30.4% | $12,315-68.7% |