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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 | $38,074 | $109,872-65.3% | $98,483-61.3% | $167,536-77.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 1.30% | 1959.31%-1958.0pp | 1494.38%-1493.1pp | 478.82%-477.5pp |
| Employer contribution / active EE | $965 | $3,225-70.1% | $2,961-67.4% | $4,839-80.1% |
| Participant deferral / active EE | $3,288 | $4,673-29.7% | $4,276-23.1% | $6,342-48.2% |
| Admin fee / account holder | $3,934 | $6,757-41.8% | $5,953-33.9% | $12,315-68.1% |