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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 | $39,018 | $210,698-81.5% | $178,014-78.1% | $145,959-73.3% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 3.94% | 386.27%-382.3pp | 294.80%-290.9pp | 561.95%-558.0pp |
| Employer contribution / active EE | $694 | $4,567-84.8% | $3,950-82.4% | $4,661-85.1% |
| Participant deferral / active EE | $2,194 | $6,958-68.5% | $6,276-65.0% | $6,689-67.2% |
| Admin fee / account holder | $86,981 | $12,016+623.9% | $10,362+739.5% | $13,398+549.2% |