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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 | $57,108 | $176,688-67.7% | $130,660-56.3% | $152,897-62.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 5.67% | 2693.08%-2687.4pp | 1709.29%-1703.6pp | 345.43%-339.8pp |
| Employer contribution / active EE | $3,398 | $5,743-40.8% | $4,092-17.0% | $4,764-28.7% |
| Participant deferral / active EE | $3,468 | $4,362-20.5% | $3,603-3.8% | $5,851-40.7% |
| Admin fee / account holder | $373 | $7,131-94.8% | $5,463-93.2% | $11,599-96.8% |