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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 | $74,948 | $60,128+24.6% | $90,440-17.1% | $79,852-6.1% |
| Participation rate | 52.3% | 65.0%-12.7pp | 72.7%-20.4pp | 69.6%-17.4pp |
| Annual return | 6.90% | 71.95%-65.0pp | 1294.38%-1287.5pp | 31.72%-24.8pp |
| Employer contribution / active EE | $384 | $2,068-81.4% | $3,263-88.2% | $2,471-84.5% |
| Participant deferral / active EE | $3,473 | $2,939+18.2% | $3,964-12.4% | $3,740-7.2% |
| Admin fee / account holder | $9,523 | $3,977+139.4% | $5,615+69.6% | $5,306+79.5% |