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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 | $25,073 | $29,319-14.5% | $52,425-52.2% | $82,448-69.6% |
| Participation rate | 42.3% | 46.9%-4.5pp | 55.6%-13.3pp | 68.1%-25.8pp |
| Annual return | 7.67% | 535.20%-527.5pp | 302.12%-294.5pp | 41.64%-34.0pp |
| Employer contribution / active EE | $128 | $586-78.1% | $914-86.0% | $2,551-95.0% |
| Participant deferral / active EE | $880 | $1,171-24.9% | $1,790-50.8% | $4,139-78.7% |
| Admin fee / account holder | $744 | $1,962-62.1% | $2,495-70.2% | $7,234-89.7% |