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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 | $71,352 | $57,312+24.5% | $86,617-17.6% | $75,181-5.1% |
| Participation rate | 13.2% | 63.2%-50.0pp | 71.7%-58.5pp | 67.2%-54.0pp |
| Annual return | 11.21% | 2672.78%-2661.6pp | 591.91%-580.7pp | 160.69%-149.5pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,498 | $3,319-54.9% | $4,437-66.2% | $4,126-63.7% |
| Admin fee / account holder | $5,132 | $4,114+24.7% | $5,613-8.6% | $5,650-9.2% |