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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 | $28,187 | $60,504-53.4% | $81,882-65.6% | $74,478-62.2% |
| Participation rate | 36.7% | 62.9%-26.3pp | 72.4%-35.7pp | 67.2%-30.6pp |
| Annual return | 11.11% | 16.91%-5.8pp | 779.47%-768.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $865 | $2,627-67.1% | $2,916-70.3% | $2,626-67.1% |
| Participant deferral / active EE | $1,264 | $3,400-62.8% | $4,323-70.8% | $4,350-71.0% |
| Admin fee / account holder | $1,074 | $1,492-28.0% | $7,360-85.4% | $1,946-44.8% |