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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 | $88,778+74.9% | $81,844+89.7% | $145,884+6.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 1.15% | 1033.03%-1031.9pp | 778.87%-777.7pp | 551.85%-550.7pp |
| Employer contribution / active EE | $480 | $3,087-84.5% | $2,916-83.6% | $4,662-89.7% |
| Participant deferral / active EE | $12,129 | $4,648+160.9% | $4,323+180.5% | $6,690+81.3% |
| Admin fee / account holder | $13,146 | $8,430+55.9% | $7,355+78.7% | $13,392-1.8% |