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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 | $125,193-60.9% | $105,591-53.7% | $145,978-66.5% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.4pp |
| Annual return | 7.05% | 225.53%-218.5pp | 116.43%-109.4pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,977 | $3,718-46.8% | $3,166-37.6% | $4,662-57.6% |
| Participant deferral / active EE | $4,309 | $5,708-24.5% | $5,008-14.0% | $6,690-35.6% |
| Admin fee / account holder | $4,163 | $17,277-75.9% | $11,024-62.2% | $13,400-68.9% |