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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 | $38,220 | $72,071-47.0% | $68,368-44.1% | $137,256-72.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.12% | 353.14%-341.0pp | 292.57%-280.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,662 | $2,788-40.4% | $2,649-37.3% | $4,156-60.0% |
| Participant deferral / active EE | $5,297 | $4,410+20.1% | $4,123+28.5% | $6,407-17.3% |
| Admin fee / account holder | $111,260 | $5,336+1985.3% | $5,150+2060.5% | $12,270+806.8% |