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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 | $59,169 | $150,447-60.7% | $136,298-56.6% | $147,586-59.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 7.01% | 1049.15%-1042.1pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,337 | $5,256-74.6% | $4,696-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $2,873 | $6,631-56.7% | $6,247-54.0% | $5,439-47.2% |
| Admin fee / account holder | $714 | $10,906-93.5% | $9,244-92.3% | $10,886-93.4% |