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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 | $30,392 | $70,587-56.9% | $124,693-75.6% | $85,856-64.6% |
| Participation rate | 56.7% | 64.4%-7.7pp | 74.6%-17.9pp | 69.3%-12.7pp |
| Annual return | 8.98% | 20688.83%-20679.8pp | 5144.19%-5135.2pp | 318.58%-309.6pp |
| Employer contribution / active EE | $1,032 | $1,913-46.1% | $3,324-69.0% | $2,565-59.8% |
| Participant deferral / active EE | $1,321 | $2,969-55.5% | $4,615-71.4% | $3,952-66.6% |
| Admin fee / account holder | $3,026 | $5,282-42.7% | $7,494-59.6% | $6,261-51.7% |