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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 | $32,290 | $90,691-64.4% | $76,119-57.6% | $145,884-77.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 4.42% | 624.52%-620.1pp | 361.25%-356.8pp | 551.85%-547.4pp |
| Employer contribution / active EE | $1,747 | $3,329-47.5% | $2,693-35.1% | $4,662-62.5% |
| Participant deferral / active EE | $3,240 | $5,167-37.3% | $4,259-23.9% | $6,690-51.6% |
| Admin fee / account holder | $5,464 | $8,383-34.8% | $6,421-14.9% | $13,392-59.2% |