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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 | $14,142 | $58,311-75.7% | $81,882-82.7% | $80,959-82.5% |
| Participation rate | 54.8% | 63.5%-8.6pp | 72.4%-17.5pp | 67.7%-12.8pp |
| Annual return | 7.98% | 41.85%-33.9pp | 779.47%-771.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,022 | $2,347-56.5% | $2,916-65.0% | $2,757-62.9% |
| Participant deferral / active EE | $1,515 | $3,287-53.9% | $4,323-65.0% | $4,300-64.8% |
| Admin fee / account holder | $2,126 | $4,752-55.3% | $7,360-71.1% | $6,925-69.3% |