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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 | $89,685 | $157,276-43.0% | $141,177-36.5% | $152,885-41.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 5.11% | 64.33%-59.2pp | 71.40%-66.3pp | 345.39%-340.3pp |
| Employer contribution / active EE | $1,880 | $5,262-64.3% | $4,736-60.3% | $4,763-60.5% |
| Participant deferral / active EE | $2,877 | $7,110-59.5% | $6,710-57.1% | $5,851-50.8% |
| Admin fee / account holder | $4,051 | $12,123-66.6% | $10,263-60.5% | $11,598-65.1% |