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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 | $30,989 | $109,863-71.8% | $98,477-68.5% | $167,518-81.5% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 7.58% | 1958.09%-1950.5pp | 1493.59%-1486.0pp | 478.71%-471.1pp |
| Employer contribution / active EE | $1,468 | $3,225-54.5% | $2,961-50.4% | $4,838-69.7% |
| Participant deferral / active EE | $937 | $4,673-80.0% | $4,276-78.1% | $6,342-85.2% |
| Admin fee / account holder | $5,129 | $6,755-24.1% | $5,951-13.8% | $12,312-58.3% |