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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 | $99,921-80.5% | $85,009-77.1% | $145,959-86.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 4.04% | 83.89%-79.8pp | 66.47%-62.4pp | 561.95%-557.9pp |
| Employer contribution / active EE | $863 | $3,233-73.3% | $2,728-68.4% | $4,661-81.5% |
| Participant deferral / active EE | $1,224 | $5,293-76.9% | $4,522-72.9% | $6,689-81.7% |
| Admin fee / account holder | $571 | $7,252-92.1% | $6,153-90.7% | $13,398-95.7% |