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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 | $52,656 | $150,447-65.0% | $136,298-61.4% | $147,586-64.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 2.30% | 1049.15%-1046.9pp | 5156.27%-5154.0pp | 578.59%-576.3pp |
| Employer contribution / active EE | $1,060 | $5,256-79.8% | $4,696-77.4% | $4,876-78.3% |
| Participant deferral / active EE | $3,295 | $6,631-50.3% | $6,247-47.3% | $5,439-39.4% |
| Admin fee / account holder | $4,925 | $10,906-54.8% | $9,244-46.7% | $10,886-54.8% |