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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 | $38,493 | $106,008-63.7% | $92,240-58.3% | $147,586-73.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 8.51% | 50.05%-41.5pp | 176.29%-167.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,593 | $4,333-63.2% | $3,680-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $4,425 | $4,478-1.2% | $3,897+13.5% | $5,439-18.6% |
| Admin fee / account holder | $2,544 | $6,333-59.8% | $5,194-51.0% | $10,886-76.6% |