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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 | $60,261-71.9% | $81,783-79.3% | $74,546-77.3% |
| Participation rate | 25.2% | 62.9%-37.7pp | 72.4%-47.2pp | 67.2%-42.0pp |
| Annual return | 3.97% | 16.88%-12.9pp | 775.05%-771.1pp | 1366.03%-1362.1pp |
| Employer contribution / active EE | $566 | $2,622-78.4% | $2,913-80.6% | $2,624-78.4% |
| Participant deferral / active EE | $1,936 | $3,388-42.8% | $4,320-55.2% | $4,347-55.5% |
| Admin fee / account holder | $4,373 | $1,482+195.0% | $7,380-40.7% | $1,944+125.0% |