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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 | $7,578 | $88,754-91.5% | $81,820-90.7% | $145,877-94.8% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 5.20% | 1031.77%-1026.6pp | 777.93%-772.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,570 | $3,085-49.1% | $2,915-46.1% | $4,663-66.3% |
| Participant deferral / active EE | $2,529 | $4,648-45.6% | $4,323-41.5% | $6,691-62.2% |
| Admin fee / account holder | $1,168 | $8,424-86.1% | $7,391-84.2% | $13,402-91.3% |