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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 | $64,483 | $57,312+12.5% | $86,617-25.6% | $75,181-14.2% |
| Participation rate | 34.6% | 63.2%-28.6pp | 71.7%-37.1pp | 67.2%-32.6pp |
| Annual return | 8.21% | 2672.78%-2664.6pp | 591.91%-583.7pp | 160.69%-152.5pp |
| Employer contribution / active EE | $910 | $2,315-60.7% | $3,023-69.9% | $2,671-65.9% |
| Participant deferral / active EE | $3,003 | $3,319-9.5% | $4,437-32.3% | $4,126-27.2% |
| Admin fee / account holder | $17,544 | $4,114+326.4% | $5,613+212.6% | $5,650+210.5% |