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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 | $21,464 | $60,454-64.5% | $81,844-73.8% | $74,459-71.2% |
| Participation rate | 21.9% | 63.0%-41.0pp | 72.4%-50.5pp | 67.2%-45.3pp |
| Annual return | 8.69% | 16.87%-8.2pp | 778.87%-770.2pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $488 | $2,630-81.4% | $2,916-83.3% | $2,626-81.4% |
| Participant deferral / active EE | $1,030 | $3,398-69.7% | $4,323-76.2% | $4,350-76.3% |
| Admin fee / account holder | $2,444 | $1,490+64.0% | $7,355-66.8% | $1,945+25.7% |