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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 | $64,574 | $88,815-27.3% | $81,882-21.1% | $145,897-55.7% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 9.02% | 1033.75%-1024.7pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $913 | $3,086-70.4% | $2,916-68.7% | $4,663-80.4% |
| Participant deferral / active EE | $3,314 | $4,647-28.7% | $4,323-23.4% | $6,689-50.5% |
| Admin fee / account holder | $1,010 | $8,434-88.0% | $7,360-86.3% | $13,390-92.5% |