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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 | $17,066 | $72,071-76.3% | $68,368-75.0% | $137,256-87.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.0%-32.3pp |
| Annual return | 4.41% | 353.14%-348.7pp | 292.57%-288.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $981 | $2,788-64.8% | $2,649-63.0% | $4,156-76.4% |
| Participant deferral / active EE | $1,902 | $4,410-56.9% | $4,123-53.9% | $6,407-70.3% |
| Admin fee / account holder | $2,886 | $5,336-45.9% | $5,150-44.0% | $12,270-76.5% |