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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 | $53,702 | $88,778-39.5% | $81,844-34.4% | $145,884-63.2% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.65% | 1033.03%-1025.4pp | 778.87%-771.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $803 | $3,087-74.0% | $2,916-72.5% | $4,662-82.8% |
| Participant deferral / active EE | $804 | $4,648-82.7% | $4,323-81.4% | $6,690-88.0% |
| Admin fee / account holder | $2,816 | $8,430-66.6% | $7,355-61.7% | $13,392-79.0% |