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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 | $88,815-53.1% | $81,882-49.2% | $145,897-71.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.80% | 1033.75%-1027.0pp | 779.47%-772.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,294 | $3,086-58.1% | $2,916-55.6% | $4,663-72.3% |
| Participant deferral / active EE | $2,454 | $4,647-47.2% | $4,323-43.2% | $6,689-63.3% |
| Admin fee / account holder | $1,827 | $8,434-78.3% | $7,360-75.2% | $13,390-86.4% |