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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 | $50,681 | $111,535-54.6% | $105,223-51.8% | $137,256-63.1% |
| Participation rate | 29.2% | 78.1%-48.9pp | 75.0%-45.9pp | 80.0%-50.8pp |
| Annual return | 10.70% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,204 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $2,519 | $5,500-54.2% | $5,072-50.3% | $6,407-60.7% |
| Admin fee / account holder | $3,745 | $9,721-61.5% | $8,859-57.7% | $12,270-69.5% |