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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 | $101,460 | $176,120-42.4% | $159,487-36.4% | $167,553-39.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 4.25% | 331.95%-327.7pp | 263.71%-259.5pp | 478.89%-474.6pp |
| Employer contribution / active EE | $1,714 | $5,299-67.7% | $4,831-64.5% | $4,840-64.6% |
| Participant deferral / active EE | $5,483 | $7,752-29.3% | $7,354-25.4% | $6,343-13.6% |
| Admin fee / account holder | $1,649 | $12,561-86.9% | $10,804-84.7% | $12,316-86.6% |