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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 | $46,625 | $106,008-56.0% | $92,240-49.5% | $147,586-68.4% |
| Participation rate | 63.2% | 80.4%-17.3pp | 76.5%-13.3pp | 82.8%-19.7pp |
| Annual return | 2.10% | 50.05%-48.0pp | 176.29%-174.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $789 | $4,333-81.8% | $3,680-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $1,682 | $4,478-62.4% | $3,897-56.8% | $5,439-69.1% |
| Admin fee / account holder | $348 | $6,333-94.5% | $5,194-93.3% | $10,886-96.8% |