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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 | $75,755 | $72,071+5.1% | $68,368+10.8% | $137,256-44.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 9.75% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,519 | $2,788-45.5% | $2,649-42.6% | $4,156-63.4% |
| Participant deferral / active EE | $6,870 | $4,410+55.8% | $4,123+66.6% | $6,407+7.2% |
| Admin fee / account holder | $94,337 | $5,336+1668.1% | $5,150+1731.8% | $12,270+668.8% |