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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 | $46,876 | $209,422-77.6% | $178,503-73.7% | $158,982-70.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.62% | 188.81%-186.2pp | 151.12%-148.5pp | 302.99%-300.4pp |
| Employer contribution / active EE | $1,459 | $5,707-74.4% | $5,011-70.9% | $4,763-69.4% |
| Participant deferral / active EE | $2,800 | $5,955-53.0% | $5,202-46.2% | $5,983-53.2% |
| Admin fee / account holder | $13,168 | $17,079-22.9% | $13,987-5.9% | $11,252+17.0% |