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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 | $120,734 | $159,978-24.5% | $147,041-17.9% | $145,978-17.3% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 3.47% | 98.36%-94.9pp | 419.21%-415.7pp | 550.52%-547.0pp |
| Employer contribution / active EE | $1,653 | $5,288-68.7% | $4,935-66.5% | $4,662-64.5% |
| Participant deferral / active EE | $4,226 | $8,429-49.9% | $8,071-47.6% | $6,690-36.8% |
| Admin fee / account holder | $2,671 | $15,053-82.3% | $13,006-79.5% | $13,400-80.1% |