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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 | $16,935 | $60,504-72.0% | $81,882-79.3% | $74,478-77.3% |
| Participation rate | 25.2% | 62.9%-37.7pp | 72.4%-47.2pp | 67.2%-42.0pp |
| Annual return | 3.97% | 16.91%-12.9pp | 779.47%-775.5pp | 1370.56%-1366.6pp |
| Employer contribution / active EE | $566 | $2,627-78.5% | $2,916-80.6% | $2,626-78.5% |
| Participant deferral / active EE | $1,936 | $3,400-43.0% | $4,323-55.2% | $4,350-55.5% |
| Admin fee / account holder | $4,373 | $1,492+193.1% | $7,360-40.6% | $1,946+124.7% |