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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 | $48,061 | $53,063-9.4% | $124,206-61.3% | $82,637-41.8% |
| Participation rate | 36.5% | 58.4%-21.9pp | 69.6%-33.1pp | 68.1%-31.5pp |
| Annual return | 11.41% | 68.87%-57.5pp | 515.27%-503.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $1,271 | $1,530-16.9% | $3,540-64.1% | $2,552-50.2% |
| Participant deferral / active EE | $2,969 | $2,644+12.3% | $3,968-25.2% | $4,126-28.0% |
| Admin fee / account holder | $10,044 | $4,281+134.6% | $5,929+69.4% | $7,339+36.9% |