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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 | $19,456 | $100,073-80.6% | $85,126-77.1% | $145,877-86.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 4.04% | 84.11%-80.1pp | 66.63%-62.6pp | 551.28%-547.2pp |
| Employer contribution / active EE | $863 | $3,236-73.3% | $2,731-68.4% | $4,663-81.5% |
| Participant deferral / active EE | $1,224 | $5,294-76.9% | $4,523-72.9% | $6,691-81.7% |
| Admin fee / account holder | $571 | $7,261-92.1% | $6,160-90.7% | $13,402-95.7% |