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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 | $27,672 | $100,938-72.6% | $90,461-69.4% | $158,982-82.6% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 0.76% | 1727.20%-1726.4pp | 1294.76%-1294.0pp | 302.99%-302.2pp |
| Employer contribution / active EE | $737 | $3,691-80.0% | $3,264-77.4% | $4,763-84.5% |
| Participant deferral / active EE | $1,316 | $4,350-69.8% | $3,964-66.8% | $5,983-78.0% |
| Admin fee / account holder | $388 | $6,510-94.0% | $5,617-93.1% | $11,252-96.6% |