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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 | $32,712 | $55,446-41.0% | $155,574-79.0% | $74,429-56.1% |
| Participation rate | 19.7% | 61.9%-42.2pp | 78.2%-58.5pp | 67.2%-47.5pp |
| Annual return | 10.58% | 269.20%-258.6pp | 64.87%-54.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $497 | $2,266-78.1% | $4,676-89.4% | $2,625-81.1% |
| Participant deferral / active EE | $1,069 | $2,836-62.3% | $5,629-81.0% | $4,348-75.4% |
| Admin fee / account holder | $10,190 | $1,743+484.6% | $15,914-36.0% | $1,944+424.1% |