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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 | $64,031 | $202,342-68.4% | $172,752-62.9% | $152,897-58.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 5.47% | 1029.83%-1024.4pp | 802.97%-797.5pp | 345.43%-340.0pp |
| Employer contribution / active EE | $1,252 | $5,858-78.6% | $5,144-75.7% | $4,764-73.7% |
| Participant deferral / active EE | $3,548 | $5,948-40.4% | $5,198-31.7% | $5,851-39.4% |
| Admin fee / account holder | $565 | $17,111-96.7% | $13,955-96.0% | $11,599-95.1% |