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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 | $90,889 | $150,447-39.6% | $136,298-33.3% | $147,586-38.4% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 3.01% | 1049.15%-1046.1pp | 5156.27%-5153.3pp | 578.59%-575.6pp |
| Employer contribution / active EE | $1,044 | $5,256-80.1% | $4,696-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,852 | $6,631-57.0% | $6,247-54.4% | $5,439-47.6% |
| Admin fee / account holder | $625 | $10,906-94.3% | $9,244-93.2% | $10,886-94.3% |