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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 | $25,925 | $102,393-74.7% | $147,041-82.4% | $80,911-68.0% |
| Participation rate | 44.7% | 75.9%-31.1pp | 82.2%-37.4pp | 67.6%-22.9pp |
| Annual return | 11.15% | 134.95%-123.8pp | 419.21%-408.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,177 | $3,715-68.3% | $4,935-76.1% | $2,756-57.3% |
| Participant deferral / active EE | $2,929 | $6,647-55.9% | $8,071-63.7% | $4,297-31.8% |
| Admin fee / account holder | $1,138 | $7,943-85.7% | $13,006-91.3% | $6,935-83.6% |