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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 | $160,040-63.0% | $147,096-59.8% | $145,877-59.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 4.36% | 98.49%-94.1pp | 419.75%-415.4pp | 551.28%-546.9pp |
| Employer contribution / active EE | $3,079 | $5,289-41.8% | $4,936-37.6% | $4,663-34.0% |
| Participant deferral / active EE | $6,597 | $8,429-21.7% | $8,071-18.3% | $6,691-1.4% |
| Admin fee / account holder | $2,650 | $15,050-82.4% | $13,005-79.6% | $13,402-80.2% |