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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 | $88,815-91.5% | $81,882-90.7% | $145,897-94.8% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 5.20% | 1033.75%-1028.5pp | 779.47%-774.3pp | 552.29%-547.1pp |
| Employer contribution / active EE | $1,570 | $3,086-49.1% | $2,916-46.2% | $4,663-66.3% |
| Participant deferral / active EE | $2,529 | $4,647-45.6% | $4,323-41.5% | $6,689-62.2% |
| Admin fee / account holder | $1,168 | $8,434-86.2% | $7,360-84.1% | $13,390-91.3% |