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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 | $22,340 | $76,522-70.8% | $56,033-60.1% | $145,884-84.7% |
| Participation rate | 10.5% | 63.2%-52.7pp | 52.5%-42.0pp | 80.3%-69.8pp |
| Annual return | 4.38% | 3014.28%-3009.9pp | 1711.38%-1707.0pp | 551.85%-547.5pp |
| Employer contribution / active EE | $210 | $1,382-84.8% | $1,041-79.9% | $4,662-95.5% |
| Participant deferral / active EE | $524 | $2,624-80.0% | $1,954-73.2% | $6,690-92.2% |
| Admin fee / account holder | $703 | $3,328-78.9% | $2,827-75.2% | $13,392-94.8% |