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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 | $58,111 | $70,587-17.7% | $124,693-53.4% | $85,847-32.3% |
| Participation rate | 39.3% | 64.4%-25.1pp | 74.6%-35.3pp | 69.3%-30.0pp |
| Annual return | 6.83% | 20688.83%-20682.0pp | 5144.19%-5137.4pp | 318.61%-311.8pp |
| Employer contribution / active EE | $1,088 | $1,913-43.1% | $3,324-67.3% | $2,565-57.6% |
| Participant deferral / active EE | $1,968 | $2,969-33.7% | $4,615-57.4% | $3,952-50.2% |
| Admin fee / account holder | $8,093 | $5,282+53.2% | $7,494+8.0% | $6,261+29.3% |