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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 | $26,885 | $60,119-55.3% | $90,430-70.3% | $79,858-66.3% |
| Participation rate | 30.3% | 65.0%-34.7pp | 72.7%-42.4pp | 69.6%-39.3pp |
| Annual return | 8.71% | 71.94%-63.2pp | 1293.73%-1285.0pp | 31.72%-23.0pp |
| Employer contribution / active EE | $597 | $2,068-71.1% | $3,262-81.7% | $2,471-75.8% |
| Participant deferral / active EE | $1,591 | $2,938-45.8% | $3,963-59.9% | $3,740-57.5% |
| Admin fee / account holder | $486 | $3,976-87.8% | $5,613-91.3% | $5,306-90.8% |