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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 | $48,685 | $60,128-19.0% | $90,440-46.2% | $79,852-39.0% |
| Participation rate | 21.2% | 65.0%-43.8pp | 72.7%-51.5pp | 69.6%-48.4pp |
| Annual return | 9.19% | 71.95%-62.8pp | 1294.38%-1285.2pp | 31.72%-22.5pp |
| Employer contribution / active EE | $786 | $2,068-62.0% | $3,263-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,288 | $2,939-56.2% | $3,964-67.5% | $3,740-65.6% |
| Admin fee / account holder | $1,729 | $3,977-56.5% | $5,615-69.2% | $5,306-67.4% |