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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 | $35,234 | $55,470-36.5% | $155,556-77.3% | $74,478-52.7% |
| Participation rate | 28.7% | 61.9%-33.2pp | 78.2%-49.5pp | 67.2%-38.5pp |
| Annual return | 6.88% | 269.80%-262.9pp | 64.84%-58.0pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $567 | $2,267-75.0% | $4,675-87.9% | $2,626-78.4% |
| Participant deferral / active EE | $1,560 | $2,838-45.0% | $5,631-72.3% | $4,350-64.1% |
| Admin fee / account holder | $4,022 | $1,744+130.6% | $15,885-74.7% | $1,946+106.7% |