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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 | $32,954 | $60,393-45.4% | $81,820-59.7% | $74,429-55.7% |
| Participation rate | 26.9% | 62.9%-36.0pp | 72.4%-45.5pp | 67.2%-40.3pp |
| Annual return | 8.81% | 16.89%-8.1pp | 777.93%-769.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $675 | $2,626-74.3% | $2,915-76.9% | $2,625-74.3% |
| Participant deferral / active EE | $1,209 | $3,397-64.4% | $4,323-72.0% | $4,348-72.2% |
| Admin fee / account holder | $1,713 | $1,491+14.9% | $7,391-76.8% | $1,944-11.9% |