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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 | $21,978 | $58,275-62.3% | $81,844-73.1% | $80,935-72.8% |
| Participation rate | 34.1% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.5pp |
| Annual return | 10.70% | 41.82%-31.1pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $739 | $2,346-68.5% | $2,916-74.7% | $2,757-73.2% |
| Participant deferral / active EE | $1,998 | $3,285-39.2% | $4,323-53.8% | $4,299-53.5% |
| Admin fee / account holder | $395 | $4,749-91.7% | $7,355-94.6% | $6,924-94.3% |