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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 | $60,261-41.1% | $81,783-56.6% | $74,546-52.4% |
| Participation rate | 25.8% | 62.9%-37.1pp | 72.4%-46.5pp | 67.2%-41.4pp |
| Annual return | 9.50% | 16.88%-7.4pp | 775.05%-765.6pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $569 | $2,622-78.3% | $2,913-80.5% | $2,624-78.3% |
| Participant deferral / active EE | $1,005 | $3,388-70.3% | $4,320-76.7% | $4,347-76.9% |
| Admin fee / account holder | $2,763 | $1,482+86.3% | $7,380-62.6% | $1,944+42.1% |