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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 | $88,815-59.9% | $81,882-56.5% | $145,897-75.6% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 4.98% | 1033.75%-1028.8pp | 779.47%-774.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $959 | $3,086-68.9% | $2,916-67.1% | $4,663-79.4% |
| Participant deferral / active EE | $2,607 | $4,647-43.9% | $4,323-39.7% | $6,689-61.0% |
| Admin fee / account holder | $1,034 | $8,434-87.7% | $7,360-85.9% | $13,390-92.3% |