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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 | $80,307 | $171,867-53.3% | $149,721-46.4% | $147,586-45.6% |
| Participation rate | 54.2% | 88.2%-34.0pp | 87.1%-32.9pp | 82.8%-28.7pp |
| Annual return | 8.00% | 2113.36%-2105.4pp | 1501.67%-1493.7pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,420 | $6,275-77.4% | $5,444-73.9% | $4,876-70.9% |
| Participant deferral / active EE | $3,651 | $7,270-49.8% | $6,568-44.4% | $5,439-32.9% |
| Admin fee / account holder | $1,731 | $13,799-87.5% | $11,282-84.7% | $10,886-84.1% |