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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 | $20,449 | $58,258-64.9% | $81,820-75.0% | $80,925-74.7% |
| Participation rate | 59.4% | 63.5%-4.1pp | 72.4%-13.0pp | 67.7%-8.3pp |
| Annual return | 10.22% | 41.76%-31.5pp | 777.93%-767.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,406 | $2,345-40.1% | $2,915-51.8% | $2,756-49.0% |
| Participant deferral / active EE | $1,743 | $3,284-46.9% | $4,323-59.7% | $4,299-59.4% |
| Admin fee / account holder | $301 | $4,976-94.0% | $7,391-95.9% | $6,940-95.7% |