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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 | $19,200 | $109,872-82.5% | $98,483-80.5% | $167,536-88.5% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 1.15% | 1959.31%-1958.2pp | 1494.38%-1493.2pp | 478.82%-477.7pp |
| Employer contribution / active EE | $858 | $3,225-73.4% | $2,961-71.0% | $4,839-82.3% |
| Participant deferral / active EE | $3,100 | $4,673-33.7% | $4,276-27.5% | $6,342-51.1% |
| Admin fee / account holder | $662 | $6,757-90.2% | $5,953-88.9% | $12,315-94.6% |