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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 | $5,088 | $88,815-94.3% | $81,882-93.8% | $145,897-96.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.96% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $656 | $3,086-78.7% | $2,916-77.5% | $4,663-85.9% |
| Participant deferral / active EE | $1,242 | $4,647-73.3% | $4,323-71.3% | $6,689-81.4% |
| Admin fee / account holder | $5,404 | $8,434-35.9% | $7,360-26.6% | $13,390-59.6% |