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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 | $25,483 | $55,470-54.1% | $155,556-83.6% | $74,478-65.8% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 10.60% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $386 | $2,267-83.0% | $4,675-91.7% | $2,626-85.3% |
| Participant deferral / active EE | $1,263 | $2,838-55.5% | $5,631-77.6% | $4,350-71.0% |
| Admin fee / account holder | $1,997 | $1,744+14.5% | $15,885-87.4% | $1,946+2.6% |