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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 | $19,198 | $72,396-73.5% | $67,511-71.6% | $145,959-86.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.62% | 7194.07%-7186.5pp | 3517.41%-3509.8pp | 561.95%-554.3pp |
| Employer contribution / active EE | $909 | $3,071-70.4% | $2,733-66.7% | $4,661-80.5% |
| Participant deferral / active EE | $2,882 | $4,781-39.7% | $4,000-28.0% | $6,689-56.9% |
| Admin fee / account holder | $419 | $5,538-92.4% | $3,999-89.5% | $13,398-96.9% |