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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 | $60,976 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.45% | 98.36%-89.9pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,084 | $5,288-79.5% | $4,935-78.0% | $4,662-76.8% |
| Participant deferral / active EE | $10,088 | $8,429+19.7% | $8,071+25.0% | $6,690+50.8% |
| Admin fee / account holder | $8,486 | $15,053-43.6% | $13,006-34.8% | $13,400-36.7% |