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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 | $20,589 | $100,203-79.5% | $85,240-75.8% | $145,897-85.9% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 2.57% | 84.28%-81.7pp | 66.75%-64.2pp | 552.29%-549.7pp |
| Employer contribution / active EE | $921 | $3,242-71.6% | $2,735-66.3% | $4,663-80.2% |
| Participant deferral / active EE | $1,263 | $5,299-76.2% | $4,527-72.1% | $6,689-81.1% |
| Admin fee / account holder | $1,335 | $7,265-81.6% | $6,165-78.3% | $13,390-90.0% |