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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 | $28,084 | $49,199-42.9% | $121,204-76.8% | $75,173-62.6% |
| Participation rate | 41.8% | 55.4%-13.7pp | 69.5%-27.8pp | 67.2%-25.4pp |
| Annual return | 9.10% | 56.04%-46.9pp | 987.18%-978.1pp | 160.72%-151.6pp |
| Employer contribution / active EE | $543 | $1,547-64.9% | $4,170-87.0% | $2,671-79.7% |
| Participant deferral / active EE | $1,975 | $2,630-24.9% | $4,083-51.6% | $4,126-52.1% |
| Admin fee / account holder | $1,489 | $3,946-62.3% | $5,651-73.7% | $5,651-73.7% |