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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 | $115,324 | $118,708-2.9% | $98,920+16.6% | $158,982-27.5% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 2.90% | 372.49%-369.6pp | 196.47%-193.6pp | 302.99%-300.1pp |
| Employer contribution / active EE | $1,998 | $3,334-40.1% | $2,689-25.7% | $4,763-58.1% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $65,446 | $10,134+545.8% | $6,643+885.2% | $11,252+481.7% |