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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 | $23,426 | $55,437-57.7% | $155,534-84.9% | $74,459-68.5% |
| Participation rate | 35.1% | 61.9%-26.7pp | 78.2%-43.1pp | 67.2%-32.1pp |
| Annual return | 10.77% | 269.58%-258.8pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $667 | $2,266-70.6% | $4,675-85.7% | $2,626-74.6% |
| Participant deferral / active EE | $1,029 | $2,837-63.7% | $5,630-81.7% | $4,350-76.4% |
| Admin fee / account holder | $4,000 | $1,742+129.6% | $15,900-74.8% | $1,945+105.7% |