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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 | $109,967-39.2% | $97,197-31.2% | $145,877-54.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 5.79% | 244.27%-238.5pp | 75.47%-69.7pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,246 | $3,077-59.5% | $2,723-54.2% | $4,663-73.3% |
| Participant deferral / active EE | $2,539 | $4,676-45.7% | $4,263-40.4% | $6,691-62.1% |
| Admin fee / account holder | $12,895 | $6,199+108.0% | $5,637+128.8% | $13,402-3.8% |