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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 | $88,754-31.9% | $81,820-26.1% | $145,877-58.6% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 6.23% | 1031.77%-1025.5pp | 777.93%-771.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $817 | $3,085-73.5% | $2,915-72.0% | $4,663-82.5% |
| Participant deferral / active EE | $3,937 | $4,648-15.3% | $4,323-8.9% | $6,691-41.2% |
| Admin fee / account holder | $10,997 | $8,424+30.6% | $7,391+48.8% | $13,402-17.9% |