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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 | $87,872 | $159,934-45.1% | $147,005-40.2% | $145,959-39.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.63% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,201 | $5,287-58.4% | $4,934-55.4% | $4,661-52.8% |
| Participant deferral / active EE | $4,065 | $8,427-51.8% | $8,070-49.6% | $6,689-39.2% |
| Admin fee / account holder | $2,414 | $15,053-84.0% | $13,006-81.4% | $13,398-82.0% |