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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 | $70,593 | $88,815-20.5% | $81,882-13.8% | $145,897-51.6% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 9.10% | 1033.75%-1024.6pp | 779.47%-770.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $585 | $3,086-81.0% | $2,916-79.9% | $4,663-87.4% |
| Participant deferral / active EE | $845 | $4,647-81.8% | $4,323-80.5% | $6,689-87.4% |
| Admin fee / account holder | $1,155 | $8,434-86.3% | $7,360-84.3% | $13,390-91.4% |