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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 | $88,702-27.2% | $81,780-21.0% | $145,978-55.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 9.02% | 1029.12%-1020.1pp | 776.27%-767.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $913 | $3,084-70.4% | $2,914-68.7% | $4,662-80.4% |
| Participant deferral / active EE | $3,314 | $4,645-28.7% | $4,321-23.3% | $6,690-50.5% |
| Admin fee / account holder | $1,010 | $8,414-88.0% | $7,384-86.3% | $13,400-92.5% |