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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 | $29,112 | $110,093-73.6% | $97,295-70.1% | $145,897-80.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 5.56% | 244.76%-239.2pp | 75.62%-70.1pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,648 | $3,077-46.4% | $2,723-39.5% | $4,663-64.7% |
| Participant deferral / active EE | $5,088 | $4,678+8.8% | $4,264+19.3% | $6,689-23.9% |
| Admin fee / account holder | $2,884 | $6,212-53.6% | $5,646-48.9% | $13,390-78.5% |