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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 | $27,255 | $72,071-62.2% | $68,368-60.1% | $137,256-80.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.96% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $750 | $2,788-73.1% | $2,649-71.7% | $4,156-82.0% |
| Participant deferral / active EE | $1,900 | $4,410-56.9% | $4,123-53.9% | $6,407-70.3% |
| Admin fee / account holder | $395 | $5,336-92.6% | $5,150-92.3% | $12,270-96.8% |