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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 | $28,312 | $156,927-82.0% | $121,169-76.6% | $139,456-79.7% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 8.89% | 1475.85%-1467.0pp | 986.71%-977.8pp | 373.45%-364.6pp |
| Employer contribution / active EE | $1,185 | $5,542-78.6% | $4,168-71.6% | $4,753-75.1% |
| Participant deferral / active EE | $1,480 | $4,848-69.5% | $4,083-63.7% | $6,711-77.9% |
| Admin fee / account holder | $349 | $6,946-95.0% | $5,645-93.8% | $11,407-96.9% |