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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 | $110,297 | $176,688-37.6% | $130,660-15.6% | $152,897-27.9% |
| Participation rate | 23.8% | 79.0%-55.2pp | 71.7%-47.9pp | 82.5%-58.6pp |
| Annual return | 2.50% | 2693.08%-2690.6pp | 1709.29%-1706.8pp | 345.43%-342.9pp |
| Employer contribution / active EE | $99 | $5,743-98.3% | $4,092-97.6% | $4,764-97.9% |
| Participant deferral / active EE | $396 | $4,362-90.9% | $3,603-89.0% | $5,851-93.2% |
| Admin fee / account holder | $3,231 | $7,131-54.7% | $5,463-40.9% | $11,599-72.1% |