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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 | $9,498 | $72,403-86.9% | $67,524-85.9% | $145,978-93.5% |
| Participation rate | 30.0% | 76.9%-46.9pp | 72.9%-42.9pp | 80.3%-50.3pp |
| Annual return | 8.62% | 7197.23%-7188.6pp | 3519.41%-3510.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $863 | $3,072-71.9% | $2,734-68.4% | $4,662-81.5% |
| Participant deferral / active EE | $931 | $4,782-80.5% | $4,001-76.7% | $6,690-86.1% |
| Admin fee / account holder | $1,125 | $5,541-79.7% | $4,001-71.9% | $13,400-91.6% |