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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 | $26,091 | $76,519-65.9% | $56,025-53.4% | $145,897-82.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 4.40% | 3017.03%-3012.6pp | 1712.69%-1708.3pp | 552.29%-547.9pp |
| Employer contribution / active EE | $576 | $1,383-58.4% | $1,042-44.7% | $4,663-87.6% |
| Participant deferral / active EE | $2,876 | $2,624+9.6% | $1,955+47.1% | $6,689-57.0% |
| Admin fee / account holder | $1,095 | $3,331-67.1% | $2,828-61.3% | $13,390-91.8% |