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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 | $29,362 | $72,465-59.5% | $67,575-56.5% | $145,884-79.9% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 7.21% | 7222.56%-7215.3pp | 3528.98%-3521.8pp | 551.85%-544.6pp |
| Employer contribution / active EE | $534 | $3,074-82.6% | $2,736-80.5% | $4,662-88.5% |
| Participant deferral / active EE | $1,121 | $4,786-76.6% | $4,003-72.0% | $6,690-83.2% |
| Admin fee / account holder | $916 | $5,515-83.4% | $3,993-77.1% | $13,392-93.2% |