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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 | $79,624 | $72,071+10.5% | $68,368+16.5% | $137,256-42.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 13.16% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,449 | $2,788-48.0% | $2,649-45.3% | $4,156-65.1% |
| Participant deferral / active EE | $6,770 | $4,410+53.5% | $4,123+64.2% | $6,407+5.7% |
| Admin fee / account holder | $36,689 | $5,336+587.6% | $5,150+612.4% | $12,270+199.0% |