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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 | $65,888 | $106,008-37.8% | $92,240-28.6% | $147,586-55.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 8.68% | 50.05%-41.4pp | 176.29%-167.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,395 | $4,333-67.8% | $3,680-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $2,267 | $4,478-49.4% | $3,897-41.8% | $5,439-58.3% |
| Admin fee / account holder | $14,986 | $6,333+136.6% | $5,194+188.5% | $10,886+37.7% |