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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 | $26,355 | $52,450-49.8% | $129,397-79.6% | $74,429-64.6% |
| Participation rate | 49.0% | 53.8%-4.8pp | 69.6%-20.6pp | 67.2%-18.2pp |
| Annual return | 9.58% | 15.65%-6.1pp | 9453.98%-9444.4pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $994 | $1,532-35.1% | $4,154-76.1% | $2,625-62.1% |
| Participant deferral / active EE | $1,613 | $2,797-42.4% | $4,167-61.3% | $4,348-62.9% |
| Admin fee / account holder | $3,390 | $2,636+28.6% | $7,679-55.9% | $1,944+74.3% |