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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 | $68,097-17.3% | $62,929-10.5% | $137,256-58.9% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 8.63% | 1859.11%-1850.5pp | 1063.93%-1055.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,248 | $2,811-55.6% | $2,505-50.2% | $4,156-70.0% |
| Participant deferral / active EE | $4,059 | $4,553-10.8% | $3,888+4.4% | $6,407-36.6% |
| Admin fee / account holder | $600 | $6,521-90.8% | $5,065-88.2% | $12,270-95.1% |