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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 | $7,022 | $58,311-88.0% | $81,882-91.4% | $80,959-91.3% |
| Participation rate | 52.1% | 63.5%-11.4pp | 72.4%-20.3pp | 67.7%-15.6pp |
| Annual return | 10.55% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $791 | $2,347-66.3% | $2,916-72.9% | $2,757-71.3% |
| Participant deferral / active EE | $1,453 | $3,287-55.8% | $4,323-66.4% | $4,300-66.2% |
| Admin fee / account holder | $883 | $4,752-81.4% | $7,360-88.0% | $6,925-87.2% |