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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 | $60,432 | $88,815-32.0% | $81,882-26.2% | $145,897-58.6% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 6.23% | 1033.75%-1027.5pp | 779.47%-773.2pp | 552.29%-546.1pp |
| Employer contribution / active EE | $817 | $3,086-73.5% | $2,916-72.0% | $4,663-82.5% |
| Participant deferral / active EE | $3,937 | $4,647-15.3% | $4,323-8.9% | $6,689-41.1% |
| Admin fee / account holder | $10,997 | $8,434+30.4% | $7,360+49.4% | $13,390-17.9% |