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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 | $71,480 | $100,938-29.2% | $90,461-21.0% | $158,982-55.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 4.30% | 1727.20%-1722.9pp | 1294.76%-1290.5pp | 302.99%-298.7pp |
| Employer contribution / active EE | $1,084 | $3,691-70.6% | $3,264-66.8% | $4,763-77.2% |
| Participant deferral / active EE | $2,176 | $4,350-50.0% | $3,964-45.1% | $5,983-63.6% |
| Admin fee / account holder | $43,850 | $6,510+573.6% | $5,617+680.7% | $11,252+289.7% |