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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 | $22,257 | $58,275-61.8% | $81,844-72.8% | $80,935-72.5% |
| Participation rate | 57.8% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 7.28% | 41.82%-34.5pp | 778.87%-771.6pp | 35.66%-28.4pp |
| Employer contribution / active EE | $447 | $2,346-80.9% | $2,916-84.7% | $2,757-83.8% |
| Participant deferral / active EE | $1,066 | $3,285-67.6% | $4,323-75.4% | $4,299-75.2% |
| Admin fee / account holder | $882 | $4,749-81.4% | $7,355-88.0% | $6,924-87.3% |