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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 | $44,840 | $209,888-78.6% | $189,545-76.3% | $167,553-73.2% |
| Participation rate | 40.0% | 88.7%-48.7pp | 87.8%-47.8pp | 82.1%-42.1pp |
| Annual return | 2.13% | 748.66%-746.5pp | 555.36%-553.2pp | 478.89%-476.8pp |
| Employer contribution / active EE | $1,648 | $6,915-76.2% | $6,162-73.3% | $4,840-66.0% |
| Participant deferral / active EE | $3,511 | $8,934-60.7% | $8,220-57.3% | $6,343-44.6% |
| Admin fee / account holder | $3,662 | $14,300-74.4% | $12,049-69.6% | $12,316-70.3% |