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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 | $11,694 | $58,311-79.9% | $81,882-85.7% | $80,959-85.6% |
| Participation rate | 34.5% | 63.5%-29.0pp | 72.4%-37.9pp | 67.7%-33.2pp |
| Annual return | 10.24% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $445 | $2,347-81.1% | $2,916-84.8% | $2,757-83.9% |
| Participant deferral / active EE | $829 | $3,287-74.8% | $4,323-80.8% | $4,300-80.7% |
| Admin fee / account holder | $347 | $4,752-92.7% | $7,360-95.3% | $6,925-95.0% |