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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 | $62,700 | $160,070-60.8% | $147,117-57.4% | $145,897-57.0% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 8.98% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,029 | $5,285-61.6% | $4,932-58.9% | $4,663-56.5% |
| Participant deferral / active EE | $4,324 | $8,419-48.6% | $8,065-46.4% | $6,689-35.4% |
| Admin fee / account holder | $2,341 | $15,035-84.4% | $12,993-82.0% | $13,390-82.5% |