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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 | $1,513 | $28,624-94.7% | $53,647-97.2% | $82,637-98.2% |
| Participation rate | 67.7% | 47.3%+20.5pp | 56.3%+11.5pp | 68.1%-0.3pp |
| Annual return | 14.56% | 664.98%-650.4pp | 358.33%-343.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $359 | $637-43.6% | $962-62.7% | $2,552-85.9% |
| Participant deferral / active EE | $409 | $1,196-65.8% | $1,813-77.5% | $4,126-90.1% |
| Admin fee / account holder | $725 | $2,022-64.1% | $2,460-70.5% | $7,339-90.1% |