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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 | $50,940 | $108,897-53.2% | $100,378-49.3% | $145,877-65.1% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 4.94% | 58.17%-53.2pp | 49.41%-44.5pp | 551.28%-546.3pp |
| Employer contribution / active EE | $3,561 | $4,420-19.4% | $3,942-9.7% | $4,663-23.6% |
| Participant deferral / active EE | $7,143 | $8,455-15.5% | $8,087-11.7% | $6,691+6.8% |
| Admin fee / account holder | $1,038 | $9,690-89.3% | $7,899-86.9% | $13,402-92.3% |