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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 | $42,923 | $88,702-51.6% | $81,780-47.5% | $145,978-70.6% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 5.90% | 1029.12%-1023.2pp | 776.27%-770.4pp | 550.52%-544.6pp |
| Employer contribution / active EE | $429 | $3,084-86.1% | $2,914-85.3% | $4,662-90.8% |
| Participant deferral / active EE | $706 | $4,645-84.8% | $4,321-83.7% | $6,690-89.4% |
| Admin fee / account holder | $3,017 | $8,414-64.1% | $7,384-59.1% | $13,400-77.5% |