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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 | $101,653-39.3% | $147,080-58.1% | $74,459-17.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 10.98% | 8754.98%-8744.0pp | 420.17%-409.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,993 | $3,813-47.7% | $4,933-59.6% | $2,626-24.1% |
| Participant deferral / active EE | $5,107 | $7,304-30.1% | $8,066-36.7% | $4,350+17.4% |
| Admin fee / account holder | $2,989 | $1,752+70.7% | $12,989-77.0% | $1,945+53.7% |