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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 | $21,768 | $60,305-63.9% | $81,780-73.4% | $74,400-70.7% |
| Participation rate | 38.0% | 62.9%-24.9pp | 72.4%-34.4pp | 67.2%-29.2pp |
| Annual return | 3.63% | 16.89%-13.3pp | 776.27%-772.6pp | 1367.51%-1363.9pp |
| Employer contribution / active EE | $744 | $2,623-71.6% | $2,914-74.5% | $2,624-71.7% |
| Participant deferral / active EE | $1,078 | $3,390-68.2% | $4,321-75.1% | $4,348-75.2% |
| Admin fee / account holder | $436 | $1,484-70.6% | $7,384-94.1% | $1,944-77.6% |