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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 | $69,166 | $160,070-56.8% | $147,117-53.0% | $145,897-52.6% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 8.94% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,493 | $5,285-52.8% | $4,932-49.5% | $4,663-46.5% |
| Participant deferral / active EE | $3,790 | $8,419-55.0% | $8,065-53.0% | $6,689-43.3% |
| Admin fee / account holder | $5,398 | $15,035-64.1% | $12,993-58.5% | $13,390-59.7% |