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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 | $24,087 | $99,995-75.9% | $85,063-71.7% | $145,978-83.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 3.60% | 83.99%-80.4pp | 66.54%-62.9pp | 550.52%-546.9pp |
| Employer contribution / active EE | $390 | $3,231-87.9% | $2,727-85.7% | $4,662-91.6% |
| Participant deferral / active EE | $1,033 | $5,295-80.5% | $4,523-77.2% | $6,690-84.6% |
| Admin fee / account holder | $328 | $7,255-95.5% | $6,155-94.7% | $13,400-97.6% |