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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 | $85,952 | $88,815-3.2% | $81,882+5.0% | $145,897-41.1% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 7.65% | 1033.75%-1026.1pp | 779.47%-771.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $590 | $3,086-80.9% | $2,916-79.8% | $4,663-87.3% |
| Participant deferral / active EE | $738 | $4,647-84.1% | $4,323-82.9% | $6,689-89.0% |
| Admin fee / account holder | $625 | $8,434-92.6% | $7,360-91.5% | $13,390-95.3% |