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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 | $8,952 | $72,465-87.6% | $67,575-86.8% | $145,884-93.9% |
| Participation rate | 52.2% | 76.9%-24.7pp | 72.9%-20.7pp | 80.3%-28.1pp |
| Annual return | 5.56% | 7222.56%-7217.0pp | 3528.98%-3523.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $1,013 | $3,074-67.0% | $2,736-63.0% | $4,662-78.3% |
| Participant deferral / active EE | $3,101 | $4,786-35.2% | $4,003-22.5% | $6,690-53.6% |
| Admin fee / account holder | $3,688 | $5,515-33.1% | $3,993-7.6% | $13,392-72.5% |