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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 | $25,199 | $160,040-84.3% | $147,096-82.9% | $145,877-82.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.10% | 98.49%-94.4pp | 419.75%-415.7pp | 551.28%-547.2pp |
| Employer contribution / active EE | $2,308 | $5,289-56.4% | $4,936-53.2% | $4,663-50.5% |
| Participant deferral / active EE | $4,986 | $8,429-40.8% | $8,071-38.2% | $6,691-25.5% |
| Admin fee / account holder | $46,724 | $15,050+210.5% | $13,005+259.3% | $13,402+248.6% |