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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 | $48,839 | $115,810-57.8% | $101,271-51.8% | $158,966-69.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 4.65% | 56.15%-51.5pp | 46.48%-41.8pp | 302.95%-298.3pp |
| Employer contribution / active EE | $1,191 | $4,175-71.5% | $3,660-67.4% | $4,762-75.0% |
| Participant deferral / active EE | $4,797 | $4,958-3.2% | $4,371+9.8% | $5,983-19.8% |
| Admin fee / account holder | $2,119 | $7,248-70.8% | $5,948-64.4% | $11,250-81.2% |