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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 | $27,809 | $114,093-75.6% | $96,171-71.1% | $167,536-83.4% |
| Participation rate | 41.7% | 75.1%-33.4pp | 68.4%-26.8pp | 82.1%-40.4pp |
| Annual return | 6.82% | 190.00%-183.2pp | 192.04%-185.2pp | 478.82%-472.0pp |
| Employer contribution / active EE | $1,138 | $3,429-66.8% | $2,799-59.3% | $4,839-76.5% |
| Participant deferral / active EE | $3,195 | $5,197-38.5% | $4,350-26.6% | $6,342-49.6% |
| Admin fee / account holder | $3,576 | $6,899-48.2% | $5,538-35.4% | $12,315-71.0% |