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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 | $36,526 | $57,312-36.3% | $86,617-57.8% | $75,181-51.4% |
| Participation rate | 64.5% | 63.2%+1.3pp | 71.7%-7.2pp | 67.2%-2.7pp |
| Annual return | 12.59% | 2672.78%-2660.2pp | 591.91%-579.3pp | 160.69%-148.1pp |
| Employer contribution / active EE | $1,716 | $2,315-25.9% | $3,023-43.2% | $2,671-35.7% |
| Participant deferral / active EE | $3,017 | $3,319-9.1% | $4,437-32.0% | $4,126-26.9% |
| Admin fee / account holder | $8,932 | $4,114+117.1% | $5,613+59.1% | $5,650+58.1% |