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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 | $56,349 | $76,368-26.2% | $67,681-16.7% | $154,746-63.6% |
| Participation rate | 63.6% | 79.0%-15.3pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 8.63% | 1066.77%-1058.1pp | 590.58%-582.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,248 | $3,151-60.4% | $2,678-53.4% | $4,379-71.5% |
| Participant deferral / active EE | $4,059 | $4,824-15.9% | $3,976+2.1% | $6,730-39.7% |
| Admin fee / account holder | $600 | $8,559-93.0% | $6,100-90.2% | $14,365-95.8% |