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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 | $13,523 | $58,258-76.8% | $81,820-83.5% | $80,925-83.3% |
| Participation rate | 48.9% | 63.5%-14.5pp | 72.4%-23.4pp | 67.7%-18.7pp |
| Annual return | 9.37% | 41.76%-32.4pp | 777.93%-768.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,022 | $2,345-56.4% | $2,915-65.0% | $2,756-62.9% |
| Participant deferral / active EE | $2,198 | $3,284-33.1% | $4,323-49.2% | $4,299-48.9% |
| Admin fee / account holder | $1,314 | $4,976-73.6% | $7,391-82.2% | $6,940-81.1% |