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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 | $45,058 | $112,121-59.8% | $95,960-53.0% | $158,966-71.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 1.42% | 171.16%-169.7pp | 91.63%-90.2pp | 302.95%-301.5pp |
| Employer contribution / active EE | $2,010 | $3,199-37.2% | $2,541-20.9% | $4,762-57.8% |
| Participant deferral / active EE | $2,010 | $4,784-58.0% | $4,167-51.8% | $5,983-66.4% |
| Admin fee / account holder | $564 | $10,135-94.4% | $6,797-91.7% | $11,250-95.0% |