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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 | $42,309 | $144,130-70.6% | $117,861-64.1% | $147,586-71.3% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 7.83% | 531.20%-523.4pp | 335.11%-327.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $1,691 | $4,897-65.5% | $3,786-55.3% | $4,876-65.3% |
| Participant deferral / active EE | $3,443 | $5,316-35.2% | $4,482-23.2% | $5,439-36.7% |
| Admin fee / account holder | $4,035 | $10,887-62.9% | $8,021-49.7% | $10,886-62.9% |