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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 | $65,394 | $80,812-19.1% | $160,784-59.3% | $82,448-20.7% |
| Participation rate | 61.8% | 66.2%-4.4pp | 77.0%-15.1pp | 68.1%-6.2pp |
| Annual return | 11.46% | 100.59%-89.1pp | 1803.92%-1792.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,751 | $2,174-19.5% | $3,733-53.1% | $2,551-31.4% |
| Participant deferral / active EE | $3,234 | $4,335-25.4% | $6,293-48.6% | $4,139-21.9% |
| Admin fee / account holder | $15,421 | $7,695+100.4% | $9,717+58.7% | $7,234+113.2% |