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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 | $41,620 | $88,710-53.1% | $81,783-49.1% | $145,959-71.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.80% | 1027.26%-1020.5pp | 775.05%-768.3pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,294 | $3,083-58.0% | $2,913-55.6% | $4,661-72.2% |
| Participant deferral / active EE | $2,454 | $4,645-47.2% | $4,320-43.2% | $6,689-63.3% |
| Admin fee / account holder | $1,827 | $8,407-78.3% | $7,380-75.2% | $13,398-86.4% |