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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 | $58,234-71.9% | $81,783-80.0% | $80,874-79.7% |
| Participation rate | 42.1% | 63.4%-21.3pp | 72.4%-30.2pp | 67.6%-25.5pp |
| Annual return | 9.67% | 41.70%-32.0pp | 775.05%-765.4pp | 35.62%-25.9pp |
| Employer contribution / active EE | $893 | $2,341-61.8% | $2,913-69.3% | $2,756-67.6% |
| Participant deferral / active EE | $1,044 | $3,283-68.2% | $4,320-75.8% | $4,297-75.7% |
| Admin fee / account holder | $1,687 | $4,982-66.1% | $7,380-77.1% | $6,935-75.7% |