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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 | $57,540 | $90,614-36.5% | $76,089-24.4% | $145,877-60.6% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 7.48% | 623.80%-616.3pp | 360.94%-353.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,902 | $3,324-42.8% | $2,690-29.3% | $4,663-59.2% |
| Participant deferral / active EE | $5,778 | $5,168+11.8% | $4,259+35.7% | $6,691-13.6% |
| Admin fee / account holder | $1,218 | $8,376-85.5% | $6,418-81.0% | $13,402-90.9% |