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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 | $18,762 | $29,733-36.9% | $56,025-66.5% | $80,959-76.8% |
| Participation rate | 67.9% | 41.7%+26.2pp | 52.5%+15.4pp | 67.7%+0.3pp |
| Annual return | 8.78% | 35.28%-26.5pp | 1712.69%-1703.9pp | 35.67%-26.9pp |
| Employer contribution / active EE | $836 | $672+24.5% | $1,042-19.7% | $2,757-69.7% |
| Participant deferral / active EE | $1,802 | $1,229+46.6% | $1,955-7.8% | $4,300-58.1% |
| Admin fee / account holder | $903 | $2,434-62.9% | $2,828-68.1% | $6,925-87.0% |