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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 | $47,528 | $160,070-70.3% | $147,117-67.7% | $145,897-67.4% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 3.59% | 98.69%-95.1pp | 420.54%-416.9pp | 552.29%-548.7pp |
| Employer contribution / active EE | $1,928 | $5,285-63.5% | $4,932-60.9% | $4,663-58.7% |
| Participant deferral / active EE | $4,895 | $8,419-41.9% | $8,065-39.3% | $6,689-26.8% |
| Admin fee / account holder | $4,824 | $15,035-67.9% | $12,993-62.9% | $13,390-64.0% |