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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 | $68,880 | $109,872-37.3% | $98,483-30.1% | $167,536-58.9% |
| Participation rate | 35.7% | 75.8%-40.1pp | 73.3%-37.6pp | 82.1%-46.4pp |
| Annual return | 7.63% | 1959.31%-1951.7pp | 1494.38%-1486.7pp | 478.82%-471.2pp |
| Employer contribution / active EE | $994 | $3,225-69.2% | $2,961-66.4% | $4,839-79.5% |
| Participant deferral / active EE | $5,902 | $4,673+26.3% | $4,276+38.0% | $6,342-6.9% |
| Admin fee / account holder | $3,616 | $6,757-46.5% | $5,953-39.2% | $12,315-70.6% |