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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 | $23,125 | $100,139-76.9% | $85,187-72.9% | $145,884-84.1% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 3.76% | 84.15%-80.4pp | 66.67%-62.9pp | 551.85%-548.1pp |
| Employer contribution / active EE | $1,389 | $3,238-57.1% | $2,732-49.2% | $4,662-70.2% |
| Participant deferral / active EE | $1,534 | $5,296-71.0% | $4,525-66.1% | $6,690-77.1% |
| Admin fee / account holder | $2,670 | $7,262-63.2% | $6,162-56.7% | $13,392-80.1% |