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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 | $11,831 | $180,749-93.5% | $160,784-92.6% | $137,256-91.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 5.59% | 2234.46%-2228.9pp | 1803.92%-1798.3pp | 220.34%-214.8pp |
| Employer contribution / active EE | $767 | $4,155-81.5% | $3,733-79.5% | $4,156-81.6% |
| Participant deferral / active EE | $1,994 | $6,844-70.9% | $6,293-68.3% | $6,407-68.9% |
| Admin fee / account holder | $5,563 | $10,397-46.5% | $9,717-42.7% | $12,270-54.7% |