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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 | $16,050 | $88,778-81.9% | $81,844-80.4% | $145,884-89.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 9.17% | 1033.03%-1023.9pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $637 | $3,087-79.4% | $2,916-78.2% | $4,662-86.3% |
| Participant deferral / active EE | $1,062 | $4,648-77.2% | $4,323-75.4% | $6,690-84.1% |
| Admin fee / account holder | $1,224 | $8,430-85.5% | $7,355-83.4% | $13,392-90.9% |