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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 | $31,118 | $85,171-63.5% | $172,752-82.0% | $72,975-57.4% |
| Participation rate | 38.1% | 70.1%-32.0pp | 82.6%-44.6pp | 69.5%-31.4pp |
| Annual return | 6.77% | 27.32%-20.5pp | 802.97%-796.2pp | 81.01%-74.2pp |
| Employer contribution / active EE | $722 | $3,324-78.3% | $5,144-86.0% | $2,440-70.4% |
| Participant deferral / active EE | $920 | $3,260-71.8% | $5,198-82.3% | $3,608-74.5% |
| Admin fee / account holder | $1,712 | $5,880-70.9% | $13,955-87.7% | $5,124-66.6% |