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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 | $33,256 | $102,393-67.5% | $147,041-77.4% | $80,911-58.9% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.6%-3.5pp |
| Annual return | 10.05% | 134.95%-124.9pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $5,474 | $3,715+47.3% | $4,935+10.9% | $2,756+98.6% |
| Participant deferral / active EE | $5,249 | $6,647-21.0% | $8,071-35.0% | $4,297+22.1% |
| Admin fee / account holder | $6,594 | $7,943-17.0% | $13,006-49.3% | $6,935-4.9% |