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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 | $6,775 | $52,353-87.1% | $120,225-94.4% | $82,448-91.8% |
| Participation rate | 40.7% | 58.3%-17.7pp | 69.6%-28.9pp | 68.1%-27.4pp |
| Annual return | 12.44% | 61.85%-49.4pp | 439.23%-426.8pp | 41.64%-29.2pp |
| Employer contribution / active EE | $274 | $1,510-81.9% | $3,475-92.1% | $2,551-89.3% |
| Participant deferral / active EE | $1,898 | $2,627-27.7% | $3,999-52.5% | $4,139-54.1% |
| Admin fee / account holder | $1,400 | $4,363-67.9% | $5,696-75.4% | $7,234-80.6% |