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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 | $74,296 | $80,812-8.1% | $160,784-53.8% | $82,448-9.9% |
| Participation rate | 56.8% | 66.2%-9.4pp | 77.0%-20.2pp | 68.1%-11.3pp |
| Annual return | 13.26% | 100.59%-87.3pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,275 | $2,174-41.3% | $3,733-65.8% | $2,551-50.0% |
| Participant deferral / active EE | $2,755 | $4,335-36.5% | $6,293-56.2% | $4,139-33.5% |
| Admin fee / account holder | $3,182 | $7,695-58.7% | $9,717-67.3% | $7,234-56.0% |