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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 | $55,274 | $88,702-37.7% | $81,780-32.4% | $145,978-62.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 6.63% | 1029.12%-1022.5pp | 776.27%-769.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $720 | $3,084-76.7% | $2,914-75.3% | $4,662-84.6% |
| Participant deferral / active EE | $900 | $4,645-80.6% | $4,321-79.2% | $6,690-86.5% |
| Admin fee / account holder | $3,665 | $8,414-56.4% | $7,384-50.4% | $13,400-72.6% |