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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 | $51,002 | $96,419-47.1% | $80,648-36.8% | $139,487-63.4% |
| Participation rate | 53.3% | 73.6%-20.3pp | 67.0%-13.7pp | 80.3%-27.0pp |
| Annual return | 9.41% | 1352.86%-1343.4pp | 937.21%-927.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $506 | $3,261-84.5% | $2,724-81.4% | $4,755-89.4% |
| Participant deferral / active EE | $3,343 | $5,225-36.0% | $4,443-24.8% | $6,713-50.2% |
| Admin fee / account holder | $2,663 | $6,605-59.7% | $5,382-50.5% | $11,407-76.7% |