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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 | $72,426-45.6% | $67,560-41.6% | $145,897-73.0% |
| Participation rate | 57.1% | 76.9%-19.8pp | 72.9%-15.8pp | 80.3%-23.2pp |
| Annual return | 7.42% | 7226.78%-7219.4pp | 3533.50%-3526.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,860 | $3,074-39.5% | $2,737-32.0% | $4,663-60.1% |
| Participant deferral / active EE | $2,657 | $4,785-44.5% | $4,004-33.6% | $6,689-60.3% |
| Admin fee / account holder | $497 | $5,514-91.0% | $3,994-87.6% | $13,390-96.3% |