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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 | $59,629 | $102,595-41.9% | $94,057-36.6% | $154,746-61.5% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 7.22% | 583.42%-576.2pp | 480.62%-473.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,515 | $3,147-51.9% | $2,933-48.3% | $4,379-65.4% |
| Participant deferral / active EE | $1,370 | $5,118-73.2% | $4,709-70.9% | $6,730-79.6% |
| Admin fee / account holder | $23,433 | $7,736+202.9% | $7,244+223.5% | $14,365+63.1% |