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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 | $37,875 | $28,624+32.3% | $53,647-29.4% | $82,637-54.2% |
| Participation rate | 16.3% | 47.3%-31.0pp | 56.3%-40.0pp | 68.1%-51.8pp |
| Annual return | 11.32% | 664.98%-653.7pp | 358.33%-347.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $229 | $637-64.1% | $962-76.2% | $2,552-91.0% |
| Participant deferral / active EE | $414 | $1,196-65.4% | $1,813-77.2% | $4,126-90.0% |
| Admin fee / account holder | $781 | $2,022-61.4% | $2,460-68.2% | $7,339-89.4% |