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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 | $16,393 | $58,258-71.9% | $81,820-80.0% | $80,925-79.7% |
| Participation rate | 42.1% | 63.5%-21.4pp | 72.4%-30.3pp | 67.7%-25.6pp |
| Annual return | 9.67% | 41.76%-32.1pp | 777.93%-768.3pp | 35.65%-26.0pp |
| Employer contribution / active EE | $893 | $2,345-61.9% | $2,915-69.4% | $2,756-67.6% |
| Participant deferral / active EE | $1,044 | $3,284-68.2% | $4,323-75.9% | $4,299-75.7% |
| Admin fee / account holder | $1,687 | $4,976-66.1% | $7,391-77.2% | $6,940-75.7% |