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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 | $67,277 | $160,040-58.0% | $147,096-54.3% | $145,877-53.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 9.33% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,111 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $4,435 | $8,429-47.4% | $8,071-45.0% | $6,691-33.7% |
| Admin fee / account holder | $5,619 | $15,050-62.7% | $13,005-56.8% | $13,402-58.1% |