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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 | $79,790 | $176,120-54.7% | $159,487-50.0% | $167,553-52.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 4.35% | 331.95%-327.6pp | 263.71%-259.4pp | 478.89%-474.5pp |
| Employer contribution / active EE | $1,790 | $5,299-66.2% | $4,831-62.9% | $4,840-63.0% |
| Participant deferral / active EE | $6,655 | $7,752-14.2% | $7,354-9.5% | $6,343+4.9% |
| Admin fee / account holder | $1,365 | $12,561-89.1% | $10,804-87.4% | $12,316-88.9% |