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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 | $49,747 | $150,447-66.9% | $136,298-63.5% | $147,586-66.3% |
| Participation rate | 11.1% | 84.4%-73.3pp | 81.9%-70.8pp | 82.8%-71.7pp |
| Annual return | 4.62% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-574.0pp |
| Employer contribution / active EE | $1,170 | $5,256-77.7% | $4,696-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,782 | $6,631-58.0% | $6,247-55.5% | $5,439-48.9% |
| Admin fee / account holder | $1,833 | $10,906-83.2% | $9,244-80.2% | $10,886-83.2% |