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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 | $62,557 | $112,933-44.6% | $90,970-31.2% | $158,982-60.7% |
| Participation rate | 45.8% | 74.7%-28.9pp | 69.0%-23.2pp | 82.0%-36.1pp |
| Annual return | 2.49% | 215.82%-213.3pp | 134.60%-132.1pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,068 | $2,893-63.1% | $2,122-49.7% | $4,763-77.6% |
| Participant deferral / active EE | $2,280 | $4,128-44.8% | $3,373-32.4% | $5,983-61.9% |
| Admin fee / account holder | $840 | $8,047-89.6% | $5,961-85.9% | $11,252-92.5% |