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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 | $39,424 | $72,446-45.6% | $67,561-41.6% | $145,877-73.0% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 7.42% | 7211.98%-7204.6pp | 3525.44%-3518.0pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,860 | $3,072-39.5% | $2,735-32.0% | $4,663-60.1% |
| Participant deferral / active EE | $2,657 | $4,785-44.5% | $4,003-33.6% | $6,691-60.3% |
| Admin fee / account holder | $497 | $5,541-91.0% | $4,006-87.6% | $13,402-96.3% |