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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 | $38,591 | $100,911-61.8% | $90,440-57.3% | $158,966-75.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 1.92% | 1726.62%-1724.7pp | 1294.38%-1292.5pp | 302.95%-301.0pp |
| Employer contribution / active EE | $1,670 | $3,690-54.7% | $3,263-48.8% | $4,762-64.9% |
| Participant deferral / active EE | $6,816 | $4,348+56.7% | $3,964+72.0% | $5,983+13.9% |
| Admin fee / account holder | $12,665 | $6,507+94.6% | $5,615+125.6% | $11,250+12.6% |