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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 | $60,454-53.4% | $81,844-65.6% | $74,459-62.1% |
| Participation rate | 36.7% | 63.0%-26.3pp | 72.4%-35.7pp | 67.2%-30.6pp |
| Annual return | 11.11% | 16.87%-5.8pp | 778.87%-767.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $865 | $2,630-67.1% | $2,916-70.4% | $2,626-67.1% |
| Participant deferral / active EE | $1,264 | $3,398-62.8% | $4,323-70.8% | $4,350-71.0% |
| Admin fee / account holder | $1,074 | $1,490-27.9% | $7,355-85.4% | $1,945-44.8% |