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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 | $34,803 | $150,447-76.9% | $136,298-74.5% | $147,586-76.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 4.03% | 1049.15%-1045.1pp | 5156.27%-5152.2pp | 578.59%-574.6pp |
| Employer contribution / active EE | $1,639 | $5,256-68.8% | $4,696-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $3,719 | $6,631-43.9% | $6,247-40.5% | $5,439-31.6% |
| Admin fee / account holder | $5,980 | $10,906-45.2% | $9,244-35.3% | $10,886-45.1% |