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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 | $30,415 | $80,812-62.4% | $160,784-81.1% | $82,448-63.1% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 10.19% | 100.59%-90.4pp | 1803.92%-1793.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,977 | $2,174-9.1% | $3,733-47.0% | $2,551-22.5% |
| Participant deferral / active EE | $3,271 | $4,335-24.5% | $6,293-48.0% | $4,139-21.0% |
| Admin fee / account holder | $38,251 | $7,695+397.1% | $9,717+293.6% | $7,234+428.7% |