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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 | $30,062 | $60,128-50.0% | $90,440-66.8% | $79,852-62.4% |
| Participation rate | 47.2% | 65.0%-17.8pp | 72.7%-25.5pp | 69.6%-22.4pp |
| Annual return | 5.97% | 71.95%-66.0pp | 1294.38%-1288.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $759 | $2,068-63.3% | $3,263-76.7% | $2,471-69.3% |
| Participant deferral / active EE | $1,287 | $2,939-56.2% | $3,964-67.5% | $3,740-65.6% |
| Admin fee / account holder | $641 | $3,977-83.9% | $5,615-88.6% | $5,306-87.9% |