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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 | $103,697 | $70,587+46.9% | $124,693-16.8% | $85,847+20.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 74.6%-24.6pp | 69.3%-19.3pp |
| Annual return | 10.38% | 20688.83%-20678.4pp | 5144.19%-5133.8pp | 318.61%-308.2pp |
| Employer contribution / active EE | $4,085 | $1,913+113.5% | $3,324+22.9% | $2,565+59.2% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,336 | $5,282-74.7% | $7,494-82.2% | $6,261-78.7% |