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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 | $17,449 | $88,778-80.3% | $81,844-78.7% | $145,884-88.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 5.96% | 1033.03%-1027.1pp | 778.87%-772.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $616 | $3,087-80.0% | $2,916-78.9% | $4,662-86.8% |
| Participant deferral / active EE | $881 | $4,648-81.1% | $4,323-79.6% | $6,690-86.8% |
| Admin fee / account holder | $510 | $8,430-93.9% | $7,355-93.1% | $13,392-96.2% |