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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 | $18,697 | $58,311-67.9% | $81,882-77.2% | $80,959-76.9% |
| Participation rate | 39.0% | 63.5%-24.5pp | 72.4%-33.4pp | 67.7%-28.6pp |
| Annual return | 7.15% | 41.85%-34.7pp | 779.47%-772.3pp | 35.67%-28.5pp |
| Employer contribution / active EE | $712 | $2,347-69.7% | $2,916-75.6% | $2,757-74.2% |
| Participant deferral / active EE | $1,358 | $3,287-58.7% | $4,323-68.6% | $4,300-68.4% |
| Admin fee / account holder | $1,547 | $4,752-67.5% | $7,360-79.0% | $6,925-77.7% |