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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 | $30,962 | $150,447-79.4% | $136,298-77.3% | $147,586-79.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.49% | 1049.15%-1040.7pp | 5156.27%-5147.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $2,975 | $5,256-43.4% | $4,696-36.7% | $4,876-39.0% |
| Participant deferral / active EE | $5,949 | $6,631-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $2,504 | $10,906-77.0% | $9,244-72.9% | $10,886-77.0% |