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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 | $118,150 | $69,774+69.3% | $67,561+74.9% | $74,429+58.7% |
| Participation rate | 52.9% | 71.4%-18.4pp | 72.9%-20.0pp | 67.2%-14.3pp |
| Annual return | 10.24% | -40.53%+50.8pp | 3525.44%-3515.2pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,119 | $2,710-58.7% | $2,735-59.1% | $2,625-57.4% |
| Participant deferral / active EE | $2,380 | $3,636-34.5% | $4,003-40.5% | $4,348-45.3% |
| Admin fee / account holder | $1,097 | $890+23.3% | $4,006-72.6% | $1,944-43.6% |