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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 | $25,032 | $100,938-75.2% | $90,461-72.3% | $158,982-84.3% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.7%-16.2pp | 82.0%-25.4pp |
| Annual return | 1.70% | 1727.20%-1725.5pp | 1294.76%-1293.1pp | 302.99%-301.3pp |
| Employer contribution / active EE | $1,517 | $3,691-58.9% | $3,264-53.5% | $4,763-68.1% |
| Participant deferral / active EE | $1,135 | $4,350-73.9% | $3,964-71.4% | $5,983-81.0% |
| Admin fee / account holder | $416 | $6,510-93.6% | $5,617-92.6% | $11,252-96.3% |