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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 | $32,611 | $57,330-43.1% | $86,656-62.4% | $75,177-56.6% |
| Participation rate | 59.3% | 63.2%-3.9pp | 71.7%-12.4pp | 67.2%-7.9pp |
| Annual return | 12.35% | 2675.40%-2663.1pp | 593.09%-580.7pp | 160.75%-148.4pp |
| Employer contribution / active EE | $2,319 | $2,316+0.1% | $3,025-23.3% | $2,671-13.2% |
| Participant deferral / active EE | $4,225 | $3,320+27.2% | $4,439-4.8% | $4,126+2.4% |
| Admin fee / account holder | $894 | $4,115-78.3% | $5,619-84.1% | $5,651-84.2% |