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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 | $25,444 | $96,678-73.7% | $86,640-70.6% | $139,466-81.8% |
| Participation rate | 23.1% | 74.4%-51.3pp | 71.7%-48.6pp | 80.3%-57.3pp |
| Annual return | 9.11% | 106.69%-97.6pp | 592.52%-583.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $824 | $3,265-74.8% | $3,024-72.8% | $4,754-82.7% |
| Participant deferral / active EE | $2,024 | $4,837-58.1% | $4,438-54.4% | $6,712-69.8% |
| Admin fee / account holder | $767 | $6,410-88.0% | $5,616-86.3% | $11,409-93.3% |