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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 | $32,425 | $48,570-33.2% | $130,660-75.2% | $72,975-55.6% |
| Participation rate | 62.7% | 58.6%+4.2pp | 71.7%-9.0pp | 69.5%-6.7pp |
| Annual return | 13.89% | 38.63%-24.7pp | 1709.29%-1695.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $392 | $1,334-70.7% | $4,092-90.4% | $2,440-84.0% |
| Participant deferral / active EE | $1,204 | $2,384-49.5% | $3,603-66.6% | $3,608-66.6% |
| Admin fee / account holder | $1,660 | $3,549-53.2% | $5,463-69.6% | $5,124-67.6% |