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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 | $20,012 | $99,921-80.0% | $85,009-76.5% | $145,959-86.3% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 4.92% | 83.89%-79.0pp | 66.47%-61.5pp | 561.95%-557.0pp |
| Employer contribution / active EE | $657 | $3,233-79.7% | $2,728-75.9% | $4,661-85.9% |
| Participant deferral / active EE | $2,389 | $5,293-54.9% | $4,522-47.2% | $6,689-64.3% |
| Admin fee / account holder | $1,546 | $7,252-78.7% | $6,153-74.9% | $13,398-88.5% |