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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 | $127,789 | $171,867-25.6% | $149,721-14.6% | $147,586-13.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 7.36% | 2113.36%-2106.0pp | 1501.67%-1494.3pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,734 | $6,275-56.4% | $5,444-49.8% | $4,876-43.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $126,778 | $13,799+818.7% | $11,282+1023.7% | $10,886+1064.6% |