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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 | $124,901 | $58,275+114.3% | $81,844+52.6% | $80,935+54.3% |
| Participation rate | 61.7% | 63.5%-1.8pp | 72.4%-10.7pp | 67.7%-6.0pp |
| Annual return | 10.07% | 41.82%-31.7pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,886 | $3,285+48.7% | $4,323+13.0% | $4,299+13.6% |
| Admin fee / account holder | $12,429 | $4,749+161.7% | $7,355+69.0% | $6,924+79.5% |