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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 | $25,220 | $88,815-71.6% | $81,882-69.2% | $145,897-82.7% |
| Participation rate | 68.4% | 75.1%-6.7pp | 72.4%-4.0pp | 80.3%-11.9pp |
| Annual return | 6.88% | 1033.75%-1026.9pp | 779.47%-772.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $2,326 | $3,086-24.6% | $2,916-20.2% | $4,663-50.1% |
| Participant deferral / active EE | $2,623 | $4,647-43.6% | $4,323-39.3% | $6,689-60.8% |
| Admin fee / account holder | $478 | $8,434-94.3% | $7,360-93.5% | $13,390-96.4% |