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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 | $56,183 | $106,005-47.0% | $92,239-39.1% | $147,585-61.9% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 8.43% | 50.05%-41.6pp | 176.29%-167.9pp | 578.58%-570.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,430 | $4,478-23.4% | $3,897-12.0% | $5,439-36.9% |
| Admin fee / account holder | $3,184 | $6,333-49.7% | $5,194-38.7% | $10,886-70.8% |