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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 | $63,277 | $72,071-12.2% | $68,368-7.4% | $137,256-53.9% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 11.31% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,203 | $2,788-21.0% | $2,649-16.8% | $4,156-47.0% |
| Participant deferral / active EE | $4,389 | $4,410-0.5% | $4,123+6.5% | $6,407-31.5% |
| Admin fee / account holder | $21,227 | $5,336+297.8% | $5,150+312.2% | $12,270+73.0% |