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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 | $30,993 | $59,456-47.9% | $93,669-66.9% | $74,429-58.4% |
| Participation rate | 53.8% | 59.6%-5.8pp | 68.7%-14.9pp | 67.2%-13.4pp |
| Annual return | 0.32% | 82.00%-81.7pp | 133.59%-133.3pp | 1368.38%-1368.1pp |
| Employer contribution / active EE | $2,127 | $1,266+68.0% | $2,424-12.2% | $2,625-19.0% |
| Participant deferral / active EE | $3,229 | $3,052+5.8% | $4,416-26.9% | $4,348-25.7% |
| Admin fee / account holder | $1,321 | $3,026-56.3% | $8,291-84.1% | $1,944-32.1% |