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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 | $57,312-64.4% | $86,617-76.5% | $75,181-72.9% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | 7.77% | 2672.78%-2665.0pp | 591.91%-584.1pp | 160.69%-152.9pp |
| Employer contribution / active EE | $855 | $2,315-63.1% | $3,023-71.7% | $2,671-68.0% |
| Participant deferral / active EE | $1,961 | $3,319-40.9% | $4,437-55.8% | $4,126-52.5% |
| Admin fee / account holder | $443 | $4,114-89.2% | $5,613-92.1% | $5,650-92.2% |