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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 | $20,469 | $100,139-79.6% | $85,187-76.0% | $145,884-86.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 4.33% | 84.15%-79.8pp | 66.67%-62.3pp | 551.85%-547.5pp |
| Employer contribution / active EE | $3,278 | $3,238+1.2% | $2,732+20.0% | $4,662-29.7% |
| Participant deferral / active EE | $6,583 | $5,296+24.3% | $4,525+45.5% | $6,690-1.6% |
| Admin fee / account holder | $423,334 | $7,262+5729.4% | $6,162+6770.2% | $13,392+3061.1% |