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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 | $106,368 | $160,040-33.5% | $147,096-27.7% | $145,877-27.1% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 9.52% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,414 | $5,289-54.4% | $4,936-51.1% | $4,663-48.2% |
| Participant deferral / active EE | $3,331 | $8,429-60.5% | $8,071-58.7% | $6,691-50.2% |
| Admin fee / account holder | $3,029 | $15,050-79.9% | $13,005-76.7% | $13,402-77.4% |