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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 | $50,597 | $198,462-74.5% | $170,439-70.3% | $147,585-65.7% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 7.32% | 257.30%-250.0pp | 205.94%-198.6pp | 578.58%-571.3pp |
| Employer contribution / active EE | $1,681 | $6,184-72.8% | $5,433-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $3,622 | $5,629-35.7% | $4,939-26.7% | $5,439-33.4% |
| Admin fee / account holder | $68,028 | $16,852+303.7% | $13,881+390.1% | $10,886+524.9% |