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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 | $27,819 | $63,346-56.1% | $92,240-69.8% | $70,126-60.3% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 11.93% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,316 | $2,471-46.8% | $3,680-64.2% | $2,343-43.8% |
| Participant deferral / active EE | $2,289 | $2,854-19.8% | $3,897-41.3% | $3,332-31.3% |
| Admin fee / account holder | $1,836 | $3,841-52.2% | $5,194-64.6% | $4,645-60.5% |