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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 | $59,156 | $160,070-63.0% | $147,117-59.8% | $145,897-59.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 4.36% | 98.69%-94.3pp | 420.54%-416.2pp | 552.29%-547.9pp |
| Employer contribution / active EE | $3,079 | $5,285-41.7% | $4,932-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $6,597 | $8,419-21.6% | $8,065-18.2% | $6,689-1.4% |
| Admin fee / account holder | $2,650 | $15,035-82.4% | $12,993-79.6% | $13,390-80.2% |