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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 | $35,634 | $150,446-76.3% | $136,297-73.9% | $147,585-75.9% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 9.47% | 1049.14%-1039.7pp | 5156.19%-5146.7pp | 578.58%-569.1pp |
| Employer contribution / active EE | $2,493 | $5,256-52.6% | $4,696-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $2,855 | $6,631-56.9% | $6,247-54.3% | $5,439-47.5% |
| Admin fee / account holder | $819 | $10,906-92.5% | $9,244-91.1% | $10,886-92.5% |