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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 | $24,541 | $156,970-84.4% | $121,210-79.8% | $139,487-82.4% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 8.18% | 1477.10%-1468.9pp | 987.41%-979.2pp | 373.84%-365.7pp |
| Employer contribution / active EE | $644 | $5,546-88.4% | $4,171-84.6% | $4,755-86.4% |
| Participant deferral / active EE | $822 | $4,849-83.0% | $4,084-79.9% | $6,713-87.8% |
| Admin fee / account holder | $25,928 | $6,947+273.2% | $5,647+359.1% | $11,407+127.3% |