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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 | $26,978 | $88,754-69.6% | $81,820-67.0% | $145,877-81.5% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 8.99% | 1031.77%-1022.8pp | 777.93%-768.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,114 | $3,085-63.9% | $2,915-61.8% | $4,663-76.1% |
| Participant deferral / active EE | $1,981 | $4,648-57.4% | $4,323-54.2% | $6,691-70.4% |
| Admin fee / account holder | $6,283 | $8,424-25.4% | $7,391-15.0% | $13,402-53.1% |