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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 | $36,317 | $55,437-34.5% | $155,534-76.7% | $74,459-51.2% |
| Participation rate | 27.6% | 61.9%-34.3pp | 78.2%-50.6pp | 67.2%-39.6pp |
| Annual return | 9.87% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $512 | $2,266-77.4% | $4,675-89.0% | $2,626-80.5% |
| Participant deferral / active EE | $1,388 | $2,837-51.1% | $5,630-75.4% | $4,350-68.1% |
| Admin fee / account holder | $1,944 | $1,742+11.5% | $15,900-87.8% | $1,945-0.1% |