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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 | $54,608 | $58,241-6.2% | $81,780-33.2% | $80,911-32.5% |
| Participation rate | 25.6% | 63.4%-37.8pp | 72.4%-46.7pp | 67.6%-42.0pp |
| Annual return | 6.27% | 41.73%-35.5pp | 776.27%-770.0pp | 35.63%-29.4pp |
| Employer contribution / active EE | $589 | $2,343-74.9% | $2,914-79.8% | $2,756-78.6% |
| Participant deferral / active EE | $1,548 | $3,283-52.8% | $4,321-64.2% | $4,297-64.0% |
| Admin fee / account holder | $888 | $4,973-82.2% | $7,384-88.0% | $6,935-87.2% |