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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 | $77,427 | $102,382-24.4% | $147,005-47.3% | $80,874-4.3% |
| Participation rate | 39.2% | 75.8%-36.6pp | 82.2%-42.9pp | 67.6%-28.4pp |
| Annual return | 11.58% | 134.89%-123.3pp | 418.76%-407.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $899 | $3,715-75.8% | $4,934-81.8% | $2,756-67.4% |
| Participant deferral / active EE | $3,822 | $6,646-42.5% | $8,070-52.6% | $4,297-11.0% |
| Admin fee / account holder | $13,518 | $7,942+70.2% | $13,006+3.9% | $6,935+94.9% |