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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 | $88,702-59.8% | $81,780-56.4% | $145,978-75.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 4.98% | 1029.12%-1024.1pp | 776.27%-771.3pp | 550.52%-545.5pp |
| Employer contribution / active EE | $959 | $3,084-68.9% | $2,914-67.1% | $4,662-79.4% |
| Participant deferral / active EE | $2,607 | $4,645-43.9% | $4,321-39.7% | $6,690-61.0% |
| Admin fee / account holder | $1,034 | $8,414-87.7% | $7,384-86.0% | $13,400-92.3% |