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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 | $12,142 | $57,330-78.8% | $86,656-86.0% | $75,177-83.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 3.17% | 2675.40%-2672.2pp | 593.09%-589.9pp | 160.75%-157.6pp |
| Employer contribution / active EE | $618 | $2,316-73.3% | $3,025-79.6% | $2,671-76.9% |
| Participant deferral / active EE | $2,014 | $3,320-39.3% | $4,439-54.6% | $4,126-51.2% |
| Admin fee / account holder | $761 | $4,115-81.5% | $5,619-86.4% | $5,651-86.5% |