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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 | $52,140 | $55,423-5.9% | $155,602-66.5% | $74,400-29.9% |
| Participation rate | 42.5% | 61.9%-19.4pp | 78.2%-35.7pp | 67.2%-24.7pp |
| Annual return | 6.48% | 269.07%-262.6pp | 64.81%-58.3pp | 1367.51%-1361.0pp |
| Employer contribution / active EE | $730 | $2,266-67.8% | $4,675-84.4% | $2,624-72.2% |
| Participant deferral / active EE | $1,415 | $2,835-50.1% | $5,629-74.9% | $4,348-67.5% |
| Admin fee / account holder | $1,505 | $1,744-13.8% | $15,923-90.6% | $1,944-22.6% |