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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 | $30,076 | $109,863-72.6% | $98,477-69.5% | $167,518-82.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 6.89% | 1958.09%-1951.2pp | 1493.59%-1486.7pp | 478.71%-471.8pp |
| Employer contribution / active EE | $350 | $3,225-89.2% | $2,961-88.2% | $4,838-92.8% |
| Participant deferral / active EE | $2,149 | $4,673-54.0% | $4,276-49.8% | $6,342-66.1% |
| Admin fee / account holder | $925 | $6,755-86.3% | $5,951-84.5% | $12,312-92.5% |