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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 | $21,048 | $58,275-63.9% | $81,844-74.3% | $80,935-74.0% |
| Participation rate | 48.6% | 63.5%-14.8pp | 72.4%-23.7pp | 67.7%-19.0pp |
| Annual return | 6.01% | 41.82%-35.8pp | 778.87%-772.9pp | 35.66%-29.6pp |
| Employer contribution / active EE | $813 | $2,346-65.3% | $2,916-72.1% | $2,757-70.5% |
| Participant deferral / active EE | $3,722 | $3,285+13.3% | $4,323-13.9% | $4,299-13.4% |
| Admin fee / account holder | $3,480 | $4,749-26.7% | $7,355-52.7% | $6,924-49.7% |