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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 | $9,462 | $58,275-83.8% | $81,844-88.4% | $80,935-88.3% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 9.06% | 41.82%-32.8pp | 778.87%-769.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $835 | $2,346-64.4% | $2,916-71.4% | $2,757-69.7% |
| Participant deferral / active EE | $1,219 | $3,285-62.9% | $4,323-71.8% | $4,299-71.7% |
| Admin fee / account holder | $1,411 | $4,749-70.3% | $7,355-80.8% | $6,924-79.6% |