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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 | $53,406 | $176,077-69.7% | $159,455-66.5% | $167,518-68.1% |
| Participation rate | 41.7% | 84.9%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 2.64% | 331.83%-329.2pp | 263.63%-261.0pp | 478.71%-476.1pp |
| Employer contribution / active EE | $1,014 | $5,298-80.9% | $4,830-79.0% | $4,838-79.1% |
| Participant deferral / active EE | $2,882 | $7,751-62.8% | $7,353-60.8% | $6,342-54.6% |
| Admin fee / account holder | $4,563 | $12,556-63.7% | $10,800-57.8% | $12,312-62.9% |