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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 | $26,084 | $43,730-40.4% | $66,674-60.9% | $64,097-59.3% |
| Participation rate | 18.7% | 50.7%-32.0pp | 73.7%-55.0pp | 55.2%-36.5pp |
| Annual return | 8.36% | 53.62%-45.3pp | 321.24%-312.9pp | 34.64%-26.3pp |
| Employer contribution / active EE | $404 | $1,673-75.9% | $2,620-84.6% | $1,891-78.6% |
| Participant deferral / active EE | $826 | $2,122-61.1% | $4,084-79.8% | $3,080-73.2% |
| Admin fee / account holder | $3,741 | $2,708+38.2% | $5,098-26.6% | $3,454+8.3% |