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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 | $15,885 | $52,353-69.7% | $120,225-86.8% | $82,448-80.7% |
| Participation rate | 39.7% | 58.3%-18.6pp | 69.6%-29.9pp | 68.1%-28.3pp |
| Annual return | 11.67% | 61.85%-50.2pp | 439.23%-427.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $879 | $1,510-41.8% | $3,475-74.7% | $2,551-65.5% |
| Participant deferral / active EE | $1,438 | $2,627-45.2% | $3,999-64.0% | $4,139-65.3% |
| Admin fee / account holder | $3,526 | $4,363-19.2% | $5,696-38.1% | $7,234-51.3% |