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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 | $16,764 | $80,812-79.3% | $160,784-89.6% | $82,448-79.7% |
| Participation rate | 41.8% | 66.2%-24.5pp | 77.0%-35.2pp | 68.1%-26.3pp |
| Annual return | 12.10% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $867 | $2,174-60.1% | $3,733-76.8% | $2,551-66.0% |
| Participant deferral / active EE | $2,556 | $4,335-41.0% | $6,293-59.4% | $4,139-38.3% |
| Admin fee / account holder | $2,541 | $7,695-67.0% | $9,717-73.8% | $7,234-64.9% |