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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 | $42,497 | $176,077-75.9% | $159,455-73.3% | $167,518-74.6% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 3.73% | 331.83%-328.1pp | 263.63%-259.9pp | 478.71%-475.0pp |
| Employer contribution / active EE | $6,200 | $5,298+17.0% | $4,830+28.4% | $4,838+28.1% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $42,450 | $12,556+238.1% | $10,800+293.0% | $12,312+244.8% |