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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 | $46,631 | $88,754-47.5% | $81,820-43.0% | $145,877-68.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 9.20% | 1031.77%-1022.6pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $673 | $3,085-78.2% | $2,915-76.9% | $4,663-85.6% |
| Participant deferral / active EE | $5,010 | $4,648+7.8% | $4,323+15.9% | $6,691-25.1% |
| Admin fee / account holder | $10,059 | $8,424+19.4% | $7,391+36.1% | $13,402-24.9% |