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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 | $66,839 | $110,093-39.3% | $97,295-31.3% | $145,897-54.2% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.8pp |
| Annual return | 5.79% | 244.76%-239.0pp | 75.62%-69.8pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,246 | $3,077-59.5% | $2,723-54.2% | $4,663-73.3% |
| Participant deferral / active EE | $2,539 | $4,678-45.7% | $4,264-40.5% | $6,689-62.0% |
| Admin fee / account holder | $12,895 | $6,212+107.6% | $5,646+128.4% | $13,390-3.7% |