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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 | $37,586 | $72,465-48.1% | $67,575-44.4% | $145,884-74.2% |
| Participation rate | 31.3% | 76.9%-45.6pp | 72.9%-41.7pp | 80.3%-49.1pp |
| Annual return | 5.34% | 7222.56%-7217.2pp | 3528.98%-3523.6pp | 551.85%-546.5pp |
| Employer contribution / active EE | $447 | $3,074-85.4% | $2,736-83.6% | $4,662-90.4% |
| Participant deferral / active EE | $4,187 | $4,786-12.5% | $4,003+4.6% | $6,690-37.4% |
| Admin fee / account holder | $7,259 | $5,515+31.6% | $3,993+81.8% | $13,392-45.8% |