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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 | $69,286 | $160,070-56.7% | $147,117-52.9% | $145,897-52.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.25% | 98.69%-92.4pp | 420.54%-414.3pp | 552.29%-546.0pp |
| Employer contribution / active EE | $1,185 | $5,285-77.6% | $4,932-76.0% | $4,663-74.6% |
| Participant deferral / active EE | $8,254 | $8,419-2.0% | $8,065+2.3% | $6,689+23.4% |
| Admin fee / account holder | $956 | $15,035-93.6% | $12,993-92.6% | $13,390-92.9% |