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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 | $49,660 | $70,587-29.6% | $124,693-60.2% | $85,856-42.2% |
| Participation rate | 26.8% | 64.4%-37.7pp | 74.6%-47.9pp | 69.3%-42.6pp |
| Annual return | 11.08% | 20688.83%-20677.7pp | 5144.19%-5133.1pp | 318.58%-307.5pp |
| Employer contribution / active EE | $876 | $1,913-54.2% | $3,324-73.7% | $2,565-65.9% |
| Participant deferral / active EE | $1,797 | $2,969-39.5% | $4,615-61.1% | $3,952-54.5% |
| Admin fee / account holder | $2,878 | $5,282-45.5% | $7,494-61.6% | $6,261-54.0% |