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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 | $52,851 | $111,535-52.6% | $105,223-49.8% | $137,256-61.5% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 9.90% | 237.85%-228.0pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,717 | $3,939-56.4% | $3,689-53.4% | $4,156-58.7% |
| Participant deferral / active EE | $3,919 | $5,500-28.8% | $5,072-22.7% | $6,407-38.8% |
| Admin fee / account holder | $26,039 | $9,721+167.8% | $8,859+193.9% | $12,270+112.2% |