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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 | $39,766 | $160,028-75.2% | $147,080-73.0% | $145,884-72.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.40% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,791 | $5,286-66.1% | $4,933-63.7% | $4,662-61.6% |
| Participant deferral / active EE | $8,631 | $8,422+2.5% | $8,066+7.0% | $6,690+29.0% |
| Admin fee / account holder | $30,617 | $15,030+103.7% | $12,989+135.7% | $13,392+128.6% |