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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 | $128,741 | $76,519+68.2% | $56,025+129.8% | $145,897-11.8% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 5.24% | 3017.03%-3011.8pp | 1712.69%-1707.4pp | 552.29%-547.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,348 | $2,624-48.6% | $1,955-31.0% | $6,689-79.8% |
| Admin fee / account holder | $2,550 | $3,331-23.4% | $2,828-9.8% | $13,390-81.0% |