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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 | $48,586 | $162,529-70.1% | $130,788-62.9% | $154,746-68.6% |
| Participation rate | 36.4% | 75.9%-39.5pp | 70.1%-33.7pp | 80.7%-44.3pp |
| Annual return | 5.67% | 510.48%-504.8pp | 386.44%-380.8pp | 172.34%-166.7pp |
| Employer contribution / active EE | $1,429 | $4,447-67.9% | $3,558-59.8% | $4,379-67.4% |
| Participant deferral / active EE | $3,220 | $4,808-33.0% | $4,137-22.2% | $6,730-52.2% |
| Admin fee / account holder | $112,429 | $7,669+1366.0% | $6,673+1584.9% | $14,365+682.6% |