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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 | $55,751 | $109,872-49.3% | $98,483-43.4% | $167,536-66.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 8.96% | 1959.31%-1950.4pp | 1494.38%-1485.4pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,093 | $3,225-66.1% | $2,961-63.1% | $4,839-77.4% |
| Participant deferral / active EE | $3,116 | $4,673-33.3% | $4,276-27.1% | $6,342-50.9% |
| Admin fee / account holder | $991 | $6,757-85.3% | $5,953-83.4% | $12,315-92.0% |