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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 | $52,328 | $106,008-50.6% | $92,240-43.3% | $147,586-64.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 7.22% | 50.05%-42.8pp | 176.29%-169.1pp | 578.59%-571.4pp |
| Employer contribution / active EE | $872 | $4,333-79.9% | $3,680-76.3% | $4,876-82.1% |
| Participant deferral / active EE | $2,659 | $4,478-40.6% | $3,897-31.8% | $5,439-51.1% |
| Admin fee / account holder | $35,687 | $6,333+463.5% | $5,194+587.1% | $10,886+227.8% |