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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 | $55,909 | $29,667+88.5% | $56,441-0.9% | $80,874-30.9% |
| Participation rate | 28.1% | 41.7%-13.6pp | 52.5%-24.4pp | 67.6%-39.6pp |
| Annual return | 9.25% | 35.22%-26.0pp | 1704.21%-1695.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,721 | $669+157.1% | $1,039+65.6% | $2,756-37.5% |
| Participant deferral / active EE | $1,547 | $1,227+26.1% | $1,953-20.8% | $4,297-64.0% |
| Admin fee / account holder | $16,485 | $2,429+578.5% | $2,829+482.7% | $6,935+137.7% |