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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 | $64,081 | $57,305+11.8% | $86,640-26.0% | $75,173-14.8% |
| Participation rate | 35.6% | 63.2%-27.6pp | 71.7%-36.1pp | 67.2%-31.6pp |
| Annual return | 12.70% | 2674.24%-2661.5pp | 592.52%-579.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,169 | $2,316-49.5% | $3,024-61.3% | $2,671-56.2% |
| Participant deferral / active EE | $2,257 | $3,320-32.0% | $4,438-49.1% | $4,126-45.3% |
| Admin fee / account holder | $1,132 | $4,116-72.5% | $5,616-79.8% | $5,651-80.0% |