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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 | $56,806 | $88,815-36.0% | $81,882-30.6% | $145,897-61.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 5.63% | 1033.75%-1028.1pp | 779.47%-773.8pp | 552.29%-546.7pp |
| Employer contribution / active EE | $894 | $3,086-71.0% | $2,916-69.3% | $4,663-80.8% |
| Participant deferral / active EE | $7,647 | $4,647+64.6% | $4,323+76.9% | $6,689+14.3% |
| Admin fee / account holder | $352,000 | $8,434+4073.4% | $7,360+4682.9% | $13,390+2528.8% |