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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 | $20,385 | $57,305-64.4% | $86,640-76.5% | $75,173-72.9% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | 7.77% | 2674.24%-2666.5pp | 592.52%-584.8pp | 160.72%-153.0pp |
| Employer contribution / active EE | $855 | $2,316-63.1% | $3,024-71.7% | $2,671-68.0% |
| Participant deferral / active EE | $1,961 | $3,320-40.9% | $4,438-55.8% | $4,126-52.5% |
| Admin fee / account holder | $443 | $4,116-89.2% | $5,616-92.1% | $5,651-92.2% |