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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 | $29,510 | $60,128-50.9% | $90,440-67.4% | $79,852-63.0% |
| Participation rate | 58.2% | 65.0%-6.8pp | 72.7%-14.5pp | 69.6%-11.5pp |
| Annual return | 10.02% | 71.95%-61.9pp | 1294.38%-1284.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $200 | $2,068-90.3% | $3,263-93.9% | $2,471-91.9% |
| Participant deferral / active EE | $979 | $2,939-66.7% | $3,964-75.3% | $3,740-73.8% |
| Admin fee / account holder | $1,098 | $3,977-72.4% | $5,615-80.4% | $5,306-79.3% |