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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 | $35,393 | $58,241-39.2% | $81,780-56.7% | $80,911-56.3% |
| Participation rate | 22.9% | 63.4%-40.5pp | 72.4%-49.4pp | 67.6%-44.7pp |
| Annual return | 10.23% | 41.73%-31.5pp | 776.27%-766.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $530 | $2,343-77.4% | $2,914-81.8% | $2,756-80.8% |
| Participant deferral / active EE | $1,998 | $3,283-39.1% | $4,321-53.8% | $4,297-53.5% |
| Admin fee / account holder | $1,986 | $4,973-60.1% | $7,384-73.1% | $6,935-71.4% |