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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 | $74,451 | $109,905-32.3% | $98,506-24.4% | $167,553-55.6% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 3.38% | 1960.20%-1956.8pp | 1494.92%-1491.5pp | 478.89%-475.5pp |
| Employer contribution / active EE | $996 | $3,226-69.1% | $2,961-66.4% | $4,840-79.4% |
| Participant deferral / active EE | $5,484 | $4,674+17.3% | $4,277+28.2% | $6,343-13.5% |
| Admin fee / account holder | $816 | $6,760-87.9% | $5,955-86.3% | $12,316-93.4% |