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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 | $51,253 | $88,815-42.3% | $81,882-37.4% | $145,897-64.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.38% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,870 | $3,086-39.4% | $2,916-35.9% | $4,663-59.9% |
| Participant deferral / active EE | $5,066 | $4,647+9.0% | $4,323+17.2% | $6,689-24.3% |
| Admin fee / account holder | $1,780 | $8,434-78.9% | $7,360-75.8% | $13,390-86.7% |