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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 | $37,195 | $58,275-36.2% | $81,844-54.6% | $80,935-54.0% |
| Participation rate | 46.9% | 63.5%-16.5pp | 72.4%-25.4pp | 67.7%-20.7pp |
| Annual return | 3.74% | 41.82%-38.1pp | 778.87%-775.1pp | 35.66%-31.9pp |
| Employer contribution / active EE | $1,430 | $2,346-39.0% | $2,916-51.0% | $2,757-48.1% |
| Participant deferral / active EE | $1,507 | $3,285-54.1% | $4,323-65.2% | $4,299-65.0% |
| Admin fee / account holder | $26,003 | $4,749+447.6% | $7,355+253.5% | $6,924+275.5% |