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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 | $16,250 | $72,426-77.6% | $67,560-75.9% | $145,897-88.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.37% | 7226.78%-7218.4pp | 3533.50%-3525.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,446 | $3,074-20.5% | $2,737-10.6% | $4,663-47.6% |
| Participant deferral / active EE | $4,661 | $4,785-2.6% | $4,004+16.4% | $6,689-30.3% |
| Admin fee / account holder | $427 | $5,514-92.3% | $3,994-89.3% | $13,390-96.8% |