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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 | $83,323 | $109,872-24.2% | $98,483-15.4% | $167,536-50.3% |
| Participation rate | 45.8% | 75.8%-30.0pp | 73.3%-27.5pp | 82.1%-36.3pp |
| Annual return | 7.49% | 1959.31%-1951.8pp | 1494.38%-1486.9pp | 478.82%-471.3pp |
| Employer contribution / active EE | $1,525 | $3,225-52.7% | $2,961-48.5% | $4,839-68.5% |
| Participant deferral / active EE | $2,775 | $4,673-40.6% | $4,276-35.1% | $6,342-56.2% |
| Admin fee / account holder | $808 | $6,757-88.0% | $5,953-86.4% | $12,315-93.4% |