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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 | $24,098 | $88,702-72.8% | $81,780-70.5% | $145,978-83.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 3.76% | 1029.12%-1025.4pp | 776.27%-772.5pp | 550.52%-546.8pp |
| Employer contribution / active EE | $905 | $3,084-70.7% | $2,914-69.0% | $4,662-80.6% |
| Participant deferral / active EE | $2,362 | $4,645-49.2% | $4,321-45.3% | $6,690-64.7% |
| Admin fee / account holder | $854 | $8,414-89.8% | $7,384-88.4% | $13,400-93.6% |