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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 | $28,850 | $72,446-60.2% | $67,561-57.3% | $145,877-80.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 6.32% | 7211.98%-7205.7pp | 3525.44%-3519.1pp | 551.28%-545.0pp |
| Employer contribution / active EE | $818 | $3,072-73.4% | $2,735-70.1% | $4,663-82.5% |
| Participant deferral / active EE | $1,789 | $4,785-62.6% | $4,003-55.3% | $6,691-73.3% |
| Admin fee / account holder | $1,211 | $5,541-78.2% | $4,006-69.8% | $13,402-91.0% |