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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 | $72,446-73.5% | $67,561-71.6% | $145,877-86.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.62% | 7211.98%-7204.4pp | 3525.44%-3517.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $909 | $3,072-70.4% | $2,735-66.8% | $4,663-80.5% |
| Participant deferral / active EE | $2,882 | $4,785-39.8% | $4,003-28.0% | $6,691-56.9% |
| Admin fee / account holder | $419 | $5,541-92.4% | $4,006-89.5% | $13,402-96.9% |