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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 | $72,403-59.4% | $67,524-56.5% | $145,978-79.9% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 7.21% | 7197.23%-7190.0pp | 3519.41%-3512.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $534 | $3,072-82.6% | $2,734-80.5% | $4,662-88.5% |
| Participant deferral / active EE | $1,121 | $4,782-76.6% | $4,001-72.0% | $6,690-83.2% |
| Admin fee / account holder | $916 | $5,541-83.5% | $4,001-77.1% | $13,400-93.2% |