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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 | $61,698 | $101,591-39.3% | $147,096-58.1% | $74,429-17.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 10.98% | 8746.45%-8735.5pp | 419.75%-408.8pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,993 | $3,813-47.7% | $4,936-59.6% | $2,625-24.1% |
| Participant deferral / active EE | $5,107 | $7,302-30.1% | $8,071-36.7% | $4,348+17.4% |
| Admin fee / account holder | $2,989 | $1,750+70.8% | $13,005-77.0% | $1,944+53.8% |