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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 | $35,499 | $60,504-41.3% | $81,882-56.6% | $74,478-52.3% |
| Participation rate | 25.8% | 62.9%-37.1pp | 72.4%-46.6pp | 67.2%-41.4pp |
| Annual return | 9.50% | 16.91%-7.4pp | 779.47%-770.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $569 | $2,627-78.4% | $2,916-80.5% | $2,626-78.3% |
| Participant deferral / active EE | $1,005 | $3,400-70.4% | $4,323-76.7% | $4,350-76.9% |
| Admin fee / account holder | $2,763 | $1,492+85.2% | $7,360-62.5% | $1,946+42.0% |