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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 | $19,037 | $55,437-65.7% | $155,534-87.8% | $74,459-74.4% |
| Participation rate | 43.6% | 61.9%-18.3pp | 78.2%-34.6pp | 67.2%-23.6pp |
| Annual return | 7.60% | 269.58%-262.0pp | 64.92%-57.3pp | 1369.70%-1362.1pp |
| Employer contribution / active EE | $747 | $2,266-67.0% | $4,675-84.0% | $2,626-71.6% |
| Participant deferral / active EE | $1,276 | $2,837-55.0% | $5,630-77.3% | $4,350-70.7% |
| Admin fee / account holder | $1,188 | $1,742-31.8% | $15,900-92.5% | $1,945-38.9% |