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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 | $68,919 | $175,231-60.7% | $149,696-54.0% | $139,466-50.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 5.48% | 166.77%-161.3pp | 134.46%-129.0pp | 373.66%-368.2pp |
| Employer contribution / active EE | $1,367 | $5,478-75.0% | $4,821-71.6% | $4,754-71.2% |
| Participant deferral / active EE | $5,110 | $6,521-21.6% | $5,682-10.1% | $6,712-23.9% |
| Admin fee / account holder | $4,425 | $16,155-72.6% | $13,212-66.5% | $11,409-61.2% |