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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 | $135,778 | $209,428-35.2% | $178,498-23.9% | $158,950-14.6% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 0.77% | 188.78%-188.0pp | 151.09%-150.3pp | 302.91%-302.1pp |
| Employer contribution / active EE | $2,190 | $5,707-61.6% | $5,011-56.3% | $4,762-54.0% |
| Participant deferral / active EE | $2,190 | $5,955-63.2% | $5,202-57.9% | $5,983-63.4% |
| Admin fee / account holder | $1,222 | $17,077-92.8% | $13,985-91.3% | $11,248-89.1% |