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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 | $23,273 | $55,437-58.0% | $155,534-85.0% | $74,459-68.7% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 10.19% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $575 | $2,266-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $1,079 | $2,837-62.0% | $5,630-80.8% | $4,350-75.2% |
| Admin fee / account holder | $1,464 | $1,742-16.0% | $15,900-90.8% | $1,945-24.7% |