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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 | $58,234-67.9% | $81,783-77.1% | $80,874-76.9% |
| Participation rate | 39.0% | 63.4%-24.4pp | 72.4%-33.3pp | 67.6%-28.6pp |
| Annual return | 7.15% | 41.70%-34.6pp | 775.05%-767.9pp | 35.62%-28.5pp |
| Employer contribution / active EE | $712 | $2,341-69.6% | $2,913-75.6% | $2,756-74.2% |
| Participant deferral / active EE | $1,358 | $3,283-58.6% | $4,320-68.6% | $4,297-68.4% |
| Admin fee / account holder | $1,547 | $4,982-69.0% | $7,380-79.0% | $6,935-77.7% |