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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 | $53,763 | $55,437-3.0% | $155,534-65.4% | $74,459-27.8% |
| Participation rate | 21.8% | 61.9%-40.1pp | 78.2%-56.4pp | 67.2%-45.4pp |
| Annual return | 8.63% | 269.58%-260.9pp | 64.92%-56.3pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $602 | $2,266-73.4% | $4,675-87.1% | $2,626-77.1% |
| Participant deferral / active EE | $921 | $2,837-67.5% | $5,630-83.6% | $4,350-78.8% |
| Admin fee / account holder | $1,584 | $1,742-9.1% | $15,900-90.0% | $1,945-18.6% |