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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 | $25,281 | $58,311-56.6% | $81,882-69.1% | $80,959-68.8% |
| Participation rate | 51.2% | 63.5%-12.3pp | 72.4%-21.2pp | 67.7%-16.4pp |
| Annual return | 9.00% | 41.85%-32.8pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,073 | $2,347-54.3% | $2,916-63.2% | $2,757-61.1% |
| Participant deferral / active EE | $1,754 | $3,287-46.7% | $4,323-59.4% | $4,300-59.2% |
| Admin fee / account holder | $909 | $4,752-80.9% | $7,360-87.7% | $6,925-86.9% |