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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 | $20,923 | $30,437-31.3% | $56,033-62.7% | $74,459-71.9% |
| Participation rate | 26.8% | 32.9%-6.1pp | 52.5%-25.7pp | 67.2%-40.4pp |
| Annual return | 8.96% | 24.96%-16.0pp | 1711.38%-1702.4pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $181 | $610-70.3% | $1,041-82.6% | $2,626-93.1% |
| Participant deferral / active EE | $1,122 | $1,176-4.6% | $1,954-42.6% | $4,350-74.2% |
| Admin fee / account holder | $2,169 | $2,363-8.2% | $2,827-23.3% | $1,945+11.5% |