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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 | $22,840 | $58,311-60.8% | $81,882-72.1% | $80,959-71.8% |
| Participation rate | 27.0% | 63.5%-36.5pp | 72.4%-45.4pp | 67.7%-40.6pp |
| Annual return | 9.22% | 41.85%-32.6pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $610 | $2,347-74.0% | $2,916-79.1% | $2,757-77.9% |
| Participant deferral / active EE | $860 | $3,287-73.8% | $4,323-80.1% | $4,300-80.0% |
| Admin fee / account holder | $1,378 | $4,752-71.0% | $7,360-81.3% | $6,925-80.1% |