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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 | $47,379 | $160,028-70.4% | $147,080-67.8% | $145,884-67.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.64% | 98.60%-89.0pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,094 | $5,286-79.3% | $4,933-77.8% | $4,662-76.5% |
| Participant deferral / active EE | $5,418 | $8,422-35.7% | $8,066-32.8% | $6,690-19.0% |
| Admin fee / account holder | $7,346 | $15,030-51.1% | $12,989-43.4% | $13,392-45.1% |