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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 | $62,693 | $80,812-22.4% | $160,784-61.0% | $82,448-24.0% |
| Participation rate | 31.4% | 66.2%-34.8pp | 77.0%-45.5pp | 68.1%-36.6pp |
| Annual return | 10.24% | 100.59%-90.4pp | 1803.92%-1793.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $788 | $2,174-63.8% | $3,733-78.9% | $2,551-69.1% |
| Participant deferral / active EE | $1,623 | $4,335-62.6% | $6,293-74.2% | $4,139-60.8% |
| Admin fee / account holder | $11,830 | $7,695+53.7% | $9,717+21.7% | $7,234+63.5% |