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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 | $59,409 | $169,336-64.9% | $129,384-54.1% | $145,884-59.3% |
| Participation rate | 23.1% | 76.5%-53.4pp | 69.6%-46.6pp | 80.3%-57.2pp |
| Annual return | 7.52% | 14408.70%-14401.2pp | 9461.77%-9454.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $403 | $5,540-92.7% | $4,153-90.3% | $4,662-91.3% |
| Participant deferral / active EE | $1,645 | $4,985-67.0% | $4,166-60.5% | $6,690-75.4% |
| Admin fee / account holder | $834 | $9,912-91.6% | $7,686-89.2% | $13,392-93.8% |