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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 | $13,461 | $55,470-75.7% | $155,556-91.3% | $74,478-81.9% |
| Participation rate | 28.0% | 61.9%-33.9pp | 78.2%-50.3pp | 67.2%-39.3pp |
| Annual return | 3.69% | 269.80%-266.1pp | 64.84%-61.1pp | 1370.56%-1366.9pp |
| Employer contribution / active EE | $1,222 | $2,267-46.1% | $4,675-73.9% | $2,626-53.5% |
| Participant deferral / active EE | $1,314 | $2,838-53.7% | $5,631-76.7% | $4,350-69.8% |
| Admin fee / account holder | $3,107 | $1,744+78.1% | $15,885-80.4% | $1,946+59.7% |