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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 | $26,917 | $55,470-51.5% | $155,556-82.7% | $74,478-63.9% |
| Participation rate | 24.7% | 61.9%-37.2pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 10.26% | 269.80%-259.5pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $734 | $2,267-67.6% | $4,675-84.3% | $2,626-72.1% |
| Participant deferral / active EE | $1,052 | $2,838-62.9% | $5,631-81.3% | $4,350-75.8% |
| Admin fee / account holder | $484 | $1,744-72.2% | $15,885-97.0% | $1,946-75.1% |