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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 | $47,461 | $88,815-46.6% | $81,882-42.0% | $145,897-67.5% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.19% | 1033.75%-1024.6pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,036 | $3,086-1.6% | $2,916+4.1% | $4,663-34.9% |
| Participant deferral / active EE | $9,609 | $4,647+106.8% | $4,323+122.3% | $6,689+43.6% |
| Admin fee / account holder | $23,418 | $8,434+177.6% | $7,360+218.2% | $13,390+74.9% |