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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 | $34,223 | $109,905-68.9% | $98,506-65.3% | $167,553-79.6% |
| Participation rate | 46.7% | 75.8%-29.2pp | 73.3%-26.7pp | 82.1%-35.4pp |
| Annual return | 7.82% | 1960.20%-1952.4pp | 1494.92%-1487.1pp | 478.89%-471.1pp |
| Employer contribution / active EE | $851 | $3,226-73.6% | $2,961-71.2% | $4,840-82.4% |
| Participant deferral / active EE | $1,489 | $4,674-68.1% | $4,277-65.2% | $6,343-76.5% |
| Admin fee / account holder | $522 | $6,760-92.3% | $5,955-91.2% | $12,316-95.8% |