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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 | $74,162 | $60,261+23.1% | $81,783-9.3% | $74,546-0.5% |
| Participation rate | 34.3% | 62.9%-28.6pp | 72.4%-38.0pp | 67.2%-32.9pp |
| Annual return | 10.64% | 16.88%-6.2pp | 775.05%-764.4pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $939 | $2,622-64.2% | $2,913-67.8% | $2,624-64.2% |
| Participant deferral / active EE | $3,204 | $3,388-5.4% | $4,320-25.8% | $4,347-26.3% |
| Admin fee / account holder | $21,503 | $1,482+1350.4% | $7,380+191.4% | $1,944+1006.3% |