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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 | $64,276 | $57,312+12.2% | $86,617-25.8% | $75,181-14.5% |
| Participation rate | 19.0% | 63.2%-44.1pp | 71.7%-52.7pp | 67.2%-48.2pp |
| Annual return | 10.48% | 2672.78%-2662.3pp | 591.91%-581.4pp | 160.69%-150.2pp |
| Employer contribution / active EE | $1,056 | $2,315-54.4% | $3,023-65.1% | $2,671-60.4% |
| Participant deferral / active EE | $1,943 | $3,319-41.4% | $4,437-56.2% | $4,126-52.9% |
| Admin fee / account holder | $1,921 | $4,114-53.3% | $5,613-65.8% | $5,650-66.0% |