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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 | $88,754-14.7% | $81,820-7.5% | $145,877-48.1% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 7.87% | 1031.77%-1023.9pp | 777.93%-770.1pp | 551.28%-543.4pp |
| Employer contribution / active EE | $512 | $3,085-83.4% | $2,915-82.4% | $4,663-89.0% |
| Participant deferral / active EE | $2,141 | $4,648-53.9% | $4,323-50.5% | $6,691-68.0% |
| Admin fee / account holder | $22,567 | $8,424+167.9% | $7,391+205.3% | $13,402+68.4% |