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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 | $3,378 | $88,754-96.2% | $81,820-95.9% | $145,877-97.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 8.04% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $522 | $3,085-83.1% | $2,915-82.1% | $4,663-88.8% |
| Participant deferral / active EE | $872 | $4,648-81.2% | $4,323-79.8% | $6,691-87.0% |
| Admin fee / account holder | $438 | $8,424-94.8% | $7,391-94.1% | $13,402-96.7% |