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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 | $70,302 | $57,305+22.7% | $86,640-18.9% | $75,173-6.5% |
| Participation rate | 35.4% | 63.2%-27.8pp | 71.7%-36.3pp | 67.2%-31.8pp |
| Annual return | 10.96% | 2674.24%-2663.3pp | 592.52%-581.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $791 | $2,316-65.8% | $3,024-73.8% | $2,671-70.4% |
| Participant deferral / active EE | $2,975 | $3,320-10.4% | $4,438-33.0% | $4,126-27.9% |
| Admin fee / account holder | $2,820 | $4,116-31.5% | $5,616-49.8% | $5,651-50.1% |