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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 | $50,936 | $106,008-52.0% | $92,240-44.8% | $147,586-65.5% |
| Participation rate | 55.0% | 80.4%-25.4pp | 76.5%-21.5pp | 82.8%-27.8pp |
| Annual return | 6.54% | 50.05%-43.5pp | 176.29%-169.8pp | 578.59%-572.1pp |
| Employer contribution / active EE | $901 | $4,333-79.2% | $3,680-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,149 | $4,478-74.3% | $3,897-70.5% | $5,439-78.9% |
| Admin fee / account holder | $3,568 | $6,333-43.7% | $5,194-31.3% | $10,886-67.2% |