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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 | $45,161 | $114,073-60.4% | $96,161-53.0% | $167,518-73.0% |
| Participation rate | 37.5% | 75.1%-37.6pp | 68.4%-30.9pp | 82.1%-44.6pp |
| Annual return | 5.47% | 189.95%-184.5pp | 192.01%-186.5pp | 478.71%-473.2pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,027 | $5,195-3.2% | $4,349+15.6% | $6,342-20.7% |
| Admin fee / account holder | $3,237 | $6,899-53.1% | $5,538-41.6% | $12,312-73.7% |