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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 | $88,754-94.3% | $81,820-93.8% | $145,877-96.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.96% | 1031.77%-1022.8pp | 777.93%-769.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $656 | $3,085-78.7% | $2,915-77.5% | $4,663-85.9% |
| Participant deferral / active EE | $1,242 | $4,648-73.3% | $4,323-71.3% | $6,691-81.4% |
| Admin fee / account holder | $5,404 | $8,424-35.8% | $7,391-26.9% | $13,402-59.7% |