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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 | $43,453 | $150,446-71.1% | $136,297-68.1% | $147,585-70.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 6.79% | 1049.14%-1042.4pp | 5156.19%-5149.4pp | 578.58%-571.8pp |
| Employer contribution / active EE | $2,389 | $5,256-54.6% | $4,696-49.1% | $4,876-51.0% |
| Participant deferral / active EE | $5,900 | $6,631-11.0% | $6,247-5.6% | $5,439+8.5% |
| Admin fee / account holder | $4,229 | $10,906-61.2% | $9,244-54.3% | $10,886-61.2% |