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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 | $63,485 | $72,071-11.9% | $68,368-7.1% | $137,256-53.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 6.60% | 353.14%-346.5pp | 292.57%-286.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,041 | $2,788-26.8% | $2,649-23.0% | $4,156-50.9% |
| Participant deferral / active EE | $7,393 | $4,410+67.6% | $4,123+79.3% | $6,407+15.4% |
| Admin fee / account holder | $14,420 | $5,336+170.3% | $5,150+180.0% | $12,270+17.5% |