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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 | $27,326 | $29,319-6.8% | $52,425-47.9% | $82,448-66.9% |
| Participation rate | 69.3% | 46.9%+22.5pp | 55.6%+13.7pp | 68.1%+1.3pp |
| Annual return | 11.26% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,710 | $586+191.6% | $914+87.1% | $2,551-33.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $522 | $1,962-73.4% | $2,495-79.1% | $7,234-92.8% |