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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 | $98,375 | $106,003-7.2% | $92,236+6.7% | $147,585-33.3% |
| Participation rate | 29.2% | 80.4%-51.2pp | 76.5%-47.3pp | 82.8%-53.7pp |
| Annual return | 5.93% | 50.05%-44.1pp | 176.29%-170.4pp | 578.57%-572.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,623 | $4,478-63.7% | $3,897-58.3% | $5,439-70.2% |
| Admin fee / account holder | $5,407 | $6,333-14.6% | $5,194+4.1% | $10,885-50.3% |