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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 | $60,305-53.2% | $81,780-65.5% | $74,400-62.0% |
| Participation rate | 64.0% | 62.9%+1.1pp | 72.4%-8.4pp | 67.2%-3.2pp |
| Annual return | 7.72% | 16.89%-9.2pp | 776.27%-768.5pp | 1367.51%-1359.8pp |
| Employer contribution / active EE | $477 | $2,623-81.8% | $2,914-83.6% | $2,624-81.8% |
| Participant deferral / active EE | $995 | $3,390-70.7% | $4,321-77.0% | $4,348-77.1% |
| Admin fee / account holder | $772 | $1,484-48.0% | $7,384-89.5% | $1,944-60.3% |