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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 | $55,404 | $144,130-61.6% | $117,861-53.0% | $147,586-62.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 7.02% | 531.20%-524.2pp | 335.11%-328.1pp | 578.59%-571.6pp |
| Employer contribution / active EE | $2,065 | $4,897-57.8% | $3,786-45.5% | $4,876-57.7% |
| Participant deferral / active EE | $5,784 | $5,316+8.8% | $4,482+29.0% | $5,439+6.3% |
| Admin fee / account holder | $4,157 | $10,887-61.8% | $8,021-48.2% | $10,886-61.8% |