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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 | $72,233 | $59,467+21.5% | $93,727-22.9% | $74,478-3.0% |
| Participation rate | 23.3% | 59.6%-36.3pp | 68.7%-45.4pp | 67.2%-43.9pp |
| Annual return | 9.40% | 82.14%-72.7pp | 133.83%-124.4pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,551 | $3,052-49.2% | $4,417-64.9% | $4,350-64.3% |
| Admin fee / account holder | $1,948 | $3,028-35.7% | $8,292-76.5% | $1,946+0.1% |