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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 | $60,261-45.3% | $81,783-59.7% | $74,546-55.8% |
| Participation rate | 26.9% | 62.9%-35.9pp | 72.4%-45.4pp | 67.2%-40.3pp |
| Annual return | 8.81% | 16.88%-8.1pp | 775.05%-766.2pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $675 | $2,622-74.3% | $2,913-76.8% | $2,624-74.3% |
| Participant deferral / active EE | $1,209 | $3,388-64.3% | $4,320-72.0% | $4,347-72.2% |
| Admin fee / account holder | $1,713 | $1,482+15.5% | $7,380-76.8% | $1,944-11.9% |