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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 | $22,153 | $88,778-75.0% | $81,844-72.9% | $145,884-84.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.26% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,233 | $3,087-60.1% | $2,916-57.7% | $4,662-73.6% |
| Participant deferral / active EE | $2,514 | $4,648-45.9% | $4,323-41.8% | $6,690-62.4% |
| Admin fee / account holder | $633 | $8,430-92.5% | $7,355-91.4% | $13,392-95.3% |