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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 | $35,625 | $88,754-59.9% | $81,820-56.5% | $145,877-75.6% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 4.98% | 1031.77%-1026.8pp | 777.93%-773.0pp | 551.28%-546.3pp |
| Employer contribution / active EE | $959 | $3,085-68.9% | $2,915-67.1% | $4,663-79.4% |
| Participant deferral / active EE | $2,607 | $4,648-43.9% | $4,323-39.7% | $6,691-61.0% |
| Admin fee / account holder | $1,034 | $8,424-87.7% | $7,391-86.0% | $13,402-92.3% |