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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 | $125,190-60.9% | $105,624-53.7% | $145,897-66.5% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.4pp |
| Annual return | 7.05% | 225.22%-218.2pp | 116.20%-109.2pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,977 | $3,720-46.9% | $3,168-37.6% | $4,663-57.6% |
| Participant deferral / active EE | $4,309 | $5,716-24.6% | $5,013-14.0% | $6,689-35.6% |
| Admin fee / account holder | $4,163 | $17,138-75.7% | $10,961-62.0% | $13,390-68.9% |