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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 | $33,998 | $72,446-53.1% | $67,561-49.7% | $145,877-76.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.78% | 7211.98%-7204.2pp | 3525.44%-3517.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,983 | $3,072-35.5% | $2,735-27.5% | $4,663-57.5% |
| Participant deferral / active EE | $3,107 | $4,785-35.1% | $4,003-22.4% | $6,691-53.6% |
| Admin fee / account holder | $1,082 | $5,541-80.5% | $4,006-73.0% | $13,402-91.9% |