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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 | $18,480 | $49,896-63.0% | $80,627-77.1% | $75,173-75.4% |
| Participation rate | 29.0% | 55.3%-26.3pp | 67.0%-38.0pp | 67.2%-38.2pp |
| Annual return | 13.63% | 34.67%-21.0pp | 936.76%-923.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $439 | $1,699-74.2% | $2,723-83.9% | $2,671-83.6% |
| Participant deferral / active EE | $935 | $2,992-68.8% | $4,443-79.0% | $4,126-77.3% |
| Admin fee / account holder | $1,618 | $3,578-54.8% | $5,381-69.9% | $5,651-71.4% |