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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 | $160,028-61.9% | $147,080-58.5% | $145,884-58.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.45% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,084 | $5,286-79.5% | $4,933-78.0% | $4,662-76.8% |
| Participant deferral / active EE | $10,088 | $8,422+19.8% | $8,066+25.1% | $6,690+50.8% |
| Admin fee / account holder | $8,486 | $15,030-43.5% | $12,989-34.7% | $13,392-36.6% |