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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 | $50,489 | $159,978-68.4% | $147,041-65.7% | $145,978-65.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.25% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $3,042 | $5,288-42.5% | $4,935-38.4% | $4,662-34.8% |
| Participant deferral / active EE | $6,542 | $8,429-22.4% | $8,071-18.9% | $6,690-2.2% |
| Admin fee / account holder | $324 | $15,053-97.8% | $13,006-97.5% | $13,400-97.6% |