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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 | $32,832 | $69,771-52.9% | $67,524-51.4% | $74,400-55.9% |
| Participation rate | 58.5% | 71.4%-12.9pp | 72.9%-14.4pp | 67.2%-8.7pp |
| Annual return | 10.07% | -40.49%+50.6pp | 3519.41%-3509.3pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $717 | $2,710-73.6% | $2,734-73.8% | $2,624-72.7% |
| Participant deferral / active EE | $1,928 | $3,638-47.0% | $4,001-51.8% | $4,348-55.7% |
| Admin fee / account holder | $6,009 | $889+575.8% | $4,001+50.2% | $1,944+209.2% |