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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 | $155,235 | $88,754+74.9% | $81,820+89.7% | $145,877+6.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 1.15% | 1031.77%-1030.6pp | 777.93%-776.8pp | 551.28%-550.1pp |
| Employer contribution / active EE | $480 | $3,085-84.5% | $2,915-83.5% | $4,663-89.7% |
| Participant deferral / active EE | $12,129 | $4,648+161.0% | $4,323+180.6% | $6,691+81.3% |
| Admin fee / account holder | $13,146 | $8,424+56.1% | $7,391+77.9% | $13,402-1.9% |