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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 | $7,383 | $72,465-89.8% | $67,575-89.1% | $145,884-94.9% |
| Participation rate | 45.0% | 76.9%-31.9pp | 72.9%-27.9pp | 80.3%-35.3pp |
| Annual return | 9.21% | 7222.56%-7213.3pp | 3528.98%-3519.8pp | 551.85%-542.6pp |
| Employer contribution / active EE | $590 | $3,074-80.8% | $2,736-78.4% | $4,662-87.3% |
| Participant deferral / active EE | $1,299 | $4,786-72.9% | $4,003-67.5% | $6,690-80.6% |
| Admin fee / account holder | $346 | $5,515-93.7% | $3,993-91.3% | $13,392-97.4% |