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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 | $20,322 | $76,519-73.4% | $56,025-63.7% | $145,897-86.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 4.17% | 3017.03%-3012.9pp | 1712.69%-1708.5pp | 552.29%-548.1pp |
| Employer contribution / active EE | $357 | $1,383-74.2% | $1,042-65.7% | $4,663-92.3% |
| Participant deferral / active EE | $1,495 | $2,624-43.0% | $1,955-23.5% | $6,689-77.6% |
| Admin fee / account holder | $918 | $3,331-72.4% | $2,828-67.5% | $13,390-93.1% |