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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 | $169,161-86.9% | $129,295-82.9% | $145,959-84.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 3.94% | 14348.07%-14344.1pp | 9429.28%-9425.3pp | 561.95%-558.0pp |
| Employer contribution / active EE | $532 | $5,543-90.4% | $4,157-87.2% | $4,661-88.6% |
| Participant deferral / active EE | $591 | $4,989-88.2% | $4,169-85.8% | $6,689-91.2% |
| Admin fee / account holder | $1,620 | $9,878-83.6% | $7,665-78.9% | $13,398-87.9% |