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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 | $58,432 | $111,787-47.7% | $93,681-37.6% | $145,978-60.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 0.99% | 203.52%-202.5pp | 133.47%-132.5pp | 550.52%-549.5pp |
| Employer contribution / active EE | $4,250 | $3,093+37.4% | $2,422+75.5% | $4,662-8.8% |
| Participant deferral / active EE | $4,250 | $4,918-13.6% | $4,415-3.7% | $6,690-36.5% |
| Admin fee / account holder | $1,665 | $10,256-83.8% | $8,290-79.9% | $13,400-87.6% |