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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 | $50,037 | $129,737-61.4% | $119,126-58.0% | $154,746-67.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 5.54% | 379.08%-373.5pp | 282.11%-276.6pp | 172.34%-166.8pp |
| Employer contribution / active EE | $1,544 | $4,375-64.7% | $4,034-61.7% | $4,379-64.7% |
| Participant deferral / active EE | $2,375 | $5,842-59.3% | $5,318-55.3% | $6,730-64.7% |
| Admin fee / account holder | $1,869 | $11,961-84.4% | $10,693-82.5% | $14,365-87.0% |