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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 | $55,446-75.7% | $155,574-91.3% | $74,429-81.9% |
| Participation rate | 28.0% | 61.9%-33.9pp | 78.2%-50.2pp | 67.2%-39.2pp |
| Annual return | 3.69% | 269.20%-265.5pp | 64.87%-61.2pp | 1368.38%-1364.7pp |
| Employer contribution / active EE | $1,222 | $2,266-46.1% | $4,676-73.9% | $2,625-53.5% |
| Participant deferral / active EE | $1,314 | $2,836-53.7% | $5,629-76.7% | $4,348-69.8% |
| Admin fee / account holder | $3,107 | $1,743+78.2% | $15,914-80.5% | $1,944+59.8% |