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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 | $160,040-75.2% | $147,096-73.0% | $145,877-72.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.40% | 98.49%-92.1pp | 419.75%-413.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,791 | $5,289-66.1% | $4,936-63.7% | $4,663-61.6% |
| Participant deferral / active EE | $8,631 | $8,429+2.4% | $8,071+6.9% | $6,691+29.0% |
| Admin fee / account holder | $30,617 | $15,050+103.4% | $13,005+135.4% | $13,402+128.4% |