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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 | $39,851 | $150,447-73.5% | $136,298-70.8% | $147,586-73.0% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 8.75% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,212 | $5,256-57.9% | $4,696-52.9% | $4,876-54.6% |
| Participant deferral / active EE | $3,730 | $6,631-43.7% | $6,247-40.3% | $5,439-31.4% |
| Admin fee / account holder | $410 | $10,906-96.2% | $9,244-95.6% | $10,886-96.2% |