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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 | $22,112 | $169,336-86.9% | $129,384-82.9% | $145,884-84.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 3.94% | 14408.70%-14404.8pp | 9461.77%-9457.8pp | 551.85%-547.9pp |
| Employer contribution / active EE | $532 | $5,540-90.4% | $4,153-87.2% | $4,662-88.6% |
| Participant deferral / active EE | $591 | $4,985-88.2% | $4,166-85.8% | $6,690-91.2% |
| Admin fee / account holder | $1,620 | $9,912-83.7% | $7,686-78.9% | $13,392-87.9% |