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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 | $50,582 | $67,823-25.4% | $52,425-3.5% | $137,256-63.1% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 3.24% | 219.11%-215.9pp | 302.12%-298.9pp | 220.34%-217.1pp |
| Employer contribution / active EE | $132 | $1,163-88.7% | $914-85.6% | $4,156-96.8% |
| Participant deferral / active EE | $2,439 | $2,288+6.6% | $1,790+36.2% | $6,407-61.9% |
| Admin fee / account holder | $2,398 | $2,844-15.7% | $2,495-3.9% | $12,270-80.5% |