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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 | $88,702-80.3% | $81,780-78.7% | $145,978-88.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 5.96% | 1029.12%-1023.2pp | 776.27%-770.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $616 | $3,084-80.0% | $2,914-78.8% | $4,662-86.8% |
| Participant deferral / active EE | $881 | $4,645-81.0% | $4,321-79.6% | $6,690-86.8% |
| Admin fee / account holder | $510 | $8,414-93.9% | $7,384-93.1% | $13,400-96.2% |