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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 | $39,250 | $68,097-42.4% | $62,929-37.6% | $137,256-71.4% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 10.56% | 1859.11%-1848.5pp | 1063.93%-1053.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $691 | $2,811-75.4% | $2,505-72.4% | $4,156-83.4% |
| Participant deferral / active EE | $1,760 | $4,553-61.3% | $3,888-54.7% | $6,407-72.5% |
| Admin fee / account holder | $1,104 | $6,521-83.1% | $5,065-78.2% | $12,270-91.0% |