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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 | $23,067 | $76,608-69.9% | $56,077-58.9% | $145,877-84.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 3.85% | 3009.59%-3005.7pp | 1709.28%-1705.4pp | 551.28%-547.4pp |
| Employer contribution / active EE | $747 | $1,382-45.9% | $1,040-28.2% | $4,663-84.0% |
| Participant deferral / active EE | $1,979 | $2,624-24.6% | $1,954+1.3% | $6,691-70.4% |
| Admin fee / account holder | $11,680 | $3,325+251.3% | $2,825+313.5% | $13,402-12.8% |