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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 | $28,246 | $60,504-53.3% | $81,882-65.5% | $74,478-62.1% |
| Participation rate | 64.0% | 62.9%+1.1pp | 72.4%-8.4pp | 67.2%-3.2pp |
| Annual return | 7.72% | 16.91%-9.2pp | 779.47%-771.8pp | 1370.56%-1362.8pp |
| Employer contribution / active EE | $477 | $2,627-81.8% | $2,916-83.6% | $2,626-81.8% |
| Participant deferral / active EE | $995 | $3,400-70.7% | $4,323-77.0% | $4,350-77.1% |
| Admin fee / account holder | $772 | $1,492-48.3% | $7,360-89.5% | $1,946-60.3% |