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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 | $26,527 | $58,311-54.5% | $81,882-67.6% | $80,959-67.2% |
| Participation rate | 57.4% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 8.08% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $924 | $2,347-60.6% | $2,916-68.3% | $2,757-66.5% |
| Participant deferral / active EE | $1,848 | $3,287-43.8% | $4,323-57.2% | $4,300-57.0% |
| Admin fee / account holder | $2,301 | $4,752-51.6% | $7,360-68.7% | $6,925-66.8% |