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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 | $18,220 | $60,504-69.9% | $81,882-77.7% | $74,478-75.5% |
| Participation rate | 57.9% | 62.9%-5.0pp | 72.4%-14.5pp | 67.2%-9.3pp |
| Annual return | 7.88% | 16.91%-9.0pp | 779.47%-771.6pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $1,032 | $2,627-60.7% | $2,916-64.6% | $2,626-60.7% |
| Participant deferral / active EE | $2,118 | $3,400-37.7% | $4,323-51.0% | $4,350-51.3% |
| Admin fee / account holder | $1,022 | $1,492-31.5% | $7,360-86.1% | $1,946-47.5% |