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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 | $157,571 | $107,363+46.8% | $92,909+69.6% | $152,897+3.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 0.86% | 145.63%-144.8pp | 109.44%-108.6pp | 345.43%-344.6pp |
| Employer contribution / active EE | $2,308 | $4,222-45.3% | $3,653-36.8% | $4,764-51.5% |
| Participant deferral / active EE | $3,960 | $4,848-18.3% | $4,238-6.6% | $5,851-32.3% |
| Admin fee / account holder | $2,139 | $7,082-69.8% | $5,795-63.1% | $11,599-81.6% |