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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 | $43,780 | $102,595-57.3% | $94,057-53.5% | $154,746-71.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 10.26% | 583.42%-573.2pp | 480.62%-470.4pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,105 | $3,147-64.9% | $2,933-62.3% | $4,379-74.8% |
| Participant deferral / active EE | $3,090 | $5,118-39.6% | $4,709-34.4% | $6,730-54.1% |
| Admin fee / account holder | $12,408 | $7,736+60.4% | $7,244+71.3% | $14,365-13.6% |