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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 | $55,423-51.4% | $155,602-82.7% | $74,400-63.8% |
| Participation rate | 24.7% | 61.9%-37.2pp | 78.2%-53.5pp | 67.2%-42.5pp |
| Annual return | 10.26% | 269.07%-258.8pp | 64.81%-54.5pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $734 | $2,266-67.6% | $4,675-84.3% | $2,624-72.1% |
| Participant deferral / active EE | $1,052 | $2,835-62.9% | $5,629-81.3% | $4,348-75.8% |
| Admin fee / account holder | $484 | $1,744-72.2% | $15,923-97.0% | $1,944-75.1% |