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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 | $78,829 | $109,872-28.3% | $98,483-20.0% | $167,536-52.9% |
| Participation rate | 64.3% | 75.8%-11.5pp | 73.3%-9.1pp | 82.1%-17.8pp |
| Annual return | 8.24% | 1959.31%-1951.1pp | 1494.38%-1486.1pp | 478.82%-470.6pp |
| Employer contribution / active EE | $266 | $3,225-91.8% | $2,961-91.0% | $4,839-94.5% |
| Participant deferral / active EE | $2,985 | $4,673-36.1% | $4,276-30.2% | $6,342-52.9% |
| Admin fee / account holder | $2,373 | $6,757-64.9% | $5,953-60.1% | $12,315-80.7% |