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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 | $50,399 | $150,447-66.5% | $136,298-63.0% | $147,586-65.9% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 8.89% | 1049.15%-1040.3pp | 5156.27%-5147.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,942 | $5,256-63.0% | $4,696-58.6% | $4,876-60.2% |
| Participant deferral / active EE | $4,419 | $6,631-33.4% | $6,247-29.3% | $5,439-18.8% |
| Admin fee / account holder | $14,088 | $10,906+29.2% | $9,244+52.4% | $10,886+29.4% |