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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 | $15,895 | $57,312-72.3% | $86,617-81.6% | $75,181-78.9% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 10.16% | 2672.78%-2662.6pp | 591.91%-581.8pp | 160.69%-150.5pp |
| Employer contribution / active EE | $743 | $2,315-67.9% | $3,023-75.4% | $2,671-72.2% |
| Participant deferral / active EE | $1,259 | $3,319-62.1% | $4,437-71.6% | $4,126-69.5% |
| Admin fee / account holder | $1,414 | $4,114-65.6% | $5,613-74.8% | $5,650-75.0% |