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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 | $88,556 | $85,766+3.3% | $136,298-35.0% | $70,126+26.3% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 12.18% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,307 | $5,051+84.2% | $6,247+49.0% | $3,332+179.3% |
| Admin fee / account holder | $16,780 | $5,421+209.6% | $9,244+81.5% | $4,645+261.2% |