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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 | $57,473 | $102,595-44.0% | $94,057-38.9% | $154,746-62.9% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 9.00% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,101 | $3,147-65.0% | $2,933-62.5% | $4,379-74.9% |
| Participant deferral / active EE | $1,389 | $5,118-72.9% | $4,709-70.5% | $6,730-79.4% |
| Admin fee / account holder | $326 | $7,736-95.8% | $7,244-95.5% | $14,365-97.7% |