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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 | $48,924 | $126,519-61.3% | $106,201-53.9% | $145,959-66.5% |
| Participation rate | 52.9% | 77.7%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 7.05% | 225.10%-218.1pp | 116.26%-109.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,977 | $3,726-46.9% | $3,170-37.6% | $4,661-57.6% |
| Participant deferral / active EE | $4,309 | $5,716-24.6% | $5,012-14.0% | $6,689-35.6% |
| Admin fee / account holder | $4,163 | $17,312-76.0% | $11,039-62.3% | $13,398-68.9% |