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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 | $56,248 | $59,448-5.4% | $93,696-40.0% | $74,459-24.5% |
| Participation rate | 51.0% | 59.6%-8.6pp | 68.7%-17.7pp | 67.2%-16.2pp |
| Annual return | 8.61% | 82.11%-73.5pp | 133.74%-125.1pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $1,375 | $1,266+8.6% | $2,422-43.2% | $2,626-47.6% |
| Participant deferral / active EE | $1,541 | $3,052-49.5% | $4,417-65.1% | $4,350-64.6% |
| Admin fee / account holder | $9,823 | $3,027+224.5% | $8,287+18.5% | $1,945+405.1% |