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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 | $52,368 | $59,456-11.9% | $93,669-44.1% | $74,429-29.6% |
| Participation rate | 63.1% | 59.6%+3.4pp | 68.7%-5.6pp | 67.2%-4.1pp |
| Annual return | 9.89% | 82.00%-72.1pp | 133.59%-123.7pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $957 | $1,266-24.4% | $2,424-60.5% | $2,625-63.5% |
| Participant deferral / active EE | $2,488 | $3,052-18.5% | $4,416-43.7% | $4,348-42.8% |
| Admin fee / account holder | $5,210 | $3,026+72.2% | $8,291-37.2% | $1,944+168.0% |