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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 | $75,718 | $88,815-14.7% | $81,882-7.5% | $145,897-48.1% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 7.87% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $512 | $3,086-83.4% | $2,916-82.4% | $4,663-89.0% |
| Participant deferral / active EE | $2,141 | $4,647-53.9% | $4,323-50.5% | $6,689-68.0% |
| Admin fee / account holder | $22,567 | $8,434+167.6% | $7,360+206.6% | $13,390+68.5% |