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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 | $75,367 | $109,863-31.4% | $98,477-23.5% | $167,518-55.0% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 7.89% | 1958.09%-1950.2pp | 1493.59%-1485.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $509 | $3,225-84.2% | $2,961-82.8% | $4,838-89.5% |
| Participant deferral / active EE | $3,150 | $4,673-32.6% | $4,276-26.3% | $6,342-50.3% |
| Admin fee / account holder | $4,462 | $6,755-34.0% | $5,951-25.0% | $12,312-63.8% |