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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 | $57,476 | $202,342-71.6% | $172,752-66.7% | $152,897-62.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 7.44% | 1029.83%-1022.4pp | 802.97%-795.5pp | 345.43%-338.0pp |
| Employer contribution / active EE | $3,638 | $5,858-37.9% | $5,144-29.3% | $4,764-23.6% |
| Participant deferral / active EE | $5,908 | $5,948-0.7% | $5,198+13.7% | $5,851+1.0% |
| Admin fee / account holder | $370 | $17,111-97.8% | $13,955-97.4% | $11,599-96.8% |