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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 | $20,290 | $88,702-77.1% | $81,780-75.2% | $145,978-86.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.35% | 1029.12%-1020.8pp | 776.27%-767.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $443 | $3,084-85.6% | $2,914-84.8% | $4,662-90.5% |
| Participant deferral / active EE | $864 | $4,645-81.4% | $4,321-80.0% | $6,690-87.1% |
| Admin fee / account holder | $828 | $8,414-90.2% | $7,384-88.8% | $13,400-93.8% |