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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 | $55,950 | $60,128-6.9% | $90,440-38.1% | $79,852-29.9% |
| Participation rate | 25.8% | 65.0%-39.2pp | 72.7%-46.9pp | 69.6%-43.8pp |
| Annual return | 9.16% | 71.95%-62.8pp | 1294.38%-1285.2pp | 31.72%-22.6pp |
| Employer contribution / active EE | $809 | $2,068-60.9% | $3,263-75.2% | $2,471-67.2% |
| Participant deferral / active EE | $1,500 | $2,939-49.0% | $3,964-62.2% | $3,740-59.9% |
| Admin fee / account holder | $18,475 | $3,977+364.5% | $5,615+229.0% | $5,306+248.2% |