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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 | $35,995 | $88,815-59.5% | $81,882-56.0% | $145,897-75.3% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 8.33% | 1033.75%-1025.4pp | 779.47%-771.1pp | 552.29%-544.0pp |
| Employer contribution / active EE | $777 | $3,086-74.8% | $2,916-73.3% | $4,663-83.3% |
| Participant deferral / active EE | $918 | $4,647-80.2% | $4,323-78.8% | $6,689-86.3% |
| Admin fee / account holder | $929 | $8,434-89.0% | $7,360-87.4% | $13,390-93.1% |