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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 | $18,384 | $60,454-69.6% | $81,844-77.5% | $74,459-75.3% |
| Participation rate | 32.1% | 63.0%-30.9pp | 72.4%-40.3pp | 67.2%-35.1pp |
| Annual return | 7.81% | 16.87%-9.1pp | 778.87%-771.1pp | 1369.70%-1361.9pp |
| Employer contribution / active EE | $827 | $2,630-68.6% | $2,916-71.7% | $2,626-68.5% |
| Participant deferral / active EE | $1,440 | $3,398-57.6% | $4,323-66.7% | $4,350-66.9% |
| Admin fee / account holder | $896 | $1,490-39.9% | $7,355-87.8% | $1,945-53.9% |