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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 | $59,456+21.5% | $93,669-22.9% | $74,429-2.9% |
| Participation rate | 23.3% | 59.6%-36.4pp | 68.7%-45.4pp | 67.2%-43.9pp |
| Annual return | 9.40% | 82.00%-72.6pp | 133.59%-124.2pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,551 | $3,052-49.2% | $4,416-64.9% | $4,348-64.3% |
| Admin fee / account holder | $1,948 | $3,026-35.6% | $8,291-76.5% | $1,944+0.2% |