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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 | $29,716+88.1% | $56,077-0.3% | $80,925-30.9% |
| Participation rate | 28.1% | 41.7%-13.6pp | 52.5%-24.4pp | 67.7%-39.6pp |
| Annual return | 9.25% | 35.30%-26.0pp | 1709.28%-1700.0pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,721 | $671+156.5% | $1,040+65.4% | $2,756-37.6% |
| Participant deferral / active EE | $1,547 | $1,228+25.9% | $1,954-20.8% | $4,299-64.0% |
| Admin fee / account holder | $16,485 | $2,432+577.8% | $2,825+483.5% | $6,940+137.5% |