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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 | $23,151 | $149,040-84.5% | $120,225-80.7% | $137,256-83.1% |
| Participation rate | 17.6% | 75.4%-57.8pp | 69.6%-51.9pp | 80.0%-62.3pp |
| Annual return | 7.29% | 605.68%-598.4pp | 439.23%-431.9pp | 220.34%-213.1pp |
| Employer contribution / active EE | $680 | $4,350-84.4% | $3,475-80.4% | $4,156-83.6% |
| Participant deferral / active EE | $734 | $4,655-84.2% | $3,999-81.6% | $6,407-88.5% |
| Admin fee / account holder | $24,304 | $6,348+282.9% | $5,696+326.7% | $12,270+98.1% |