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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 | $88,702-20.4% | $81,780-13.7% | $145,978-51.6% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.4%-36.6pp | 80.3%-44.6pp |
| Annual return | 9.10% | 1029.12%-1020.0pp | 776.27%-767.2pp | 550.52%-541.4pp |
| Employer contribution / active EE | $585 | $3,084-81.0% | $2,914-79.9% | $4,662-87.4% |
| Participant deferral / active EE | $845 | $4,645-81.8% | $4,321-80.5% | $6,690-87.4% |
| Admin fee / account holder | $1,155 | $8,414-86.3% | $7,384-84.4% | $13,400-91.4% |