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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 | $81,124 | $106,008-23.5% | $92,240-12.1% | $147,586-45.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 8.22% | 50.05%-41.8pp | 176.29%-168.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,458 | $4,333-66.4% | $3,680-60.4% | $4,876-70.1% |
| Participant deferral / active EE | $3,372 | $4,478-24.7% | $3,897-13.5% | $5,439-38.0% |
| Admin fee / account holder | $7,450 | $6,333+17.6% | $5,194+43.4% | $10,886-31.6% |