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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 | $55,423-57.7% | $155,602-84.9% | $74,400-68.5% |
| Participation rate | 35.1% | 61.9%-26.7pp | 78.2%-43.1pp | 67.2%-32.1pp |
| Annual return | 10.77% | 269.07%-258.3pp | 64.81%-54.0pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $667 | $2,266-70.6% | $4,675-85.7% | $2,624-74.6% |
| Participant deferral / active EE | $1,029 | $2,835-63.7% | $5,629-81.7% | $4,348-76.3% |
| Admin fee / account holder | $4,000 | $1,744+129.3% | $15,923-74.9% | $1,944+105.8% |