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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 | $33,115 | $55,446-40.3% | $155,574-78.7% | $74,429-55.5% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 9.85% | 269.20%-259.3pp | 64.87%-55.0pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $447 | $2,266-80.3% | $4,676-90.4% | $2,625-83.0% |
| Participant deferral / active EE | $1,845 | $2,836-34.9% | $5,629-67.2% | $4,348-57.6% |
| Admin fee / account holder | $6,106 | $1,743+250.3% | $15,914-61.6% | $1,944+214.0% |