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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 | $38,581 | $159,934-75.9% | $147,005-73.8% | $145,959-73.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.53% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,135 | $5,287-59.6% | $4,934-56.7% | $4,661-54.2% |
| Participant deferral / active EE | $2,797 | $8,427-66.8% | $8,070-65.3% | $6,689-58.2% |
| Admin fee / account holder | $1,612 | $15,053-89.3% | $13,006-87.6% | $13,398-88.0% |