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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 | $24,274 | $84,708-71.3% | $75,714-67.9% | $167,536-85.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 5.89% | 199.62%-193.7pp | 104.62%-98.7pp | 478.82%-472.9pp |
| Employer contribution / active EE | $791 | $3,231-75.5% | $2,744-71.2% | $4,839-83.6% |
| Participant deferral / active EE | $1,399 | $4,577-69.4% | $3,820-63.4% | $6,342-77.9% |
| Admin fee / account holder | $867 | $5,358-83.8% | $3,619-76.0% | $12,315-93.0% |