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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 | $28,814 | $124,175-76.8% | $108,405-73.4% | $167,536-82.8% |
| Participation rate | 68.2% | 82.3%-14.1pp | 80.1%-12.0pp | 82.1%-13.9pp |
| Annual return | 1.79% | 1380.13%-1378.3pp | 905.55%-903.8pp | 478.82%-477.0pp |
| Employer contribution / active EE | $800 | $4,188-80.9% | $3,559-77.5% | $4,839-83.5% |
| Participant deferral / active EE | $2,907 | $6,908-57.9% | $6,563-55.7% | $6,342-54.2% |
| Admin fee / account holder | $1,236 | $9,457-86.9% | $7,297-83.1% | $12,315-90.0% |