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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 | $21,727 | $57,305-62.1% | $86,640-74.9% | $75,173-71.1% |
| Participation rate | 54.0% | 63.2%-9.2pp | 71.7%-17.7pp | 67.2%-13.2pp |
| Annual return | 12.98% | 2674.24%-2661.3pp | 592.52%-579.5pp | 160.72%-147.7pp |
| Employer contribution / active EE | $359 | $2,316-84.5% | $3,024-88.1% | $2,671-86.6% |
| Participant deferral / active EE | $1,134 | $3,320-65.8% | $4,438-74.4% | $4,126-72.5% |
| Admin fee / account holder | $1,426 | $4,116-65.4% | $5,616-74.6% | $5,651-74.8% |