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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 | $32,542 | $60,393-46.1% | $81,820-60.2% | $74,429-56.3% |
| Participation rate | 39.4% | 62.9%-23.5pp | 72.4%-33.0pp | 67.2%-27.9pp |
| Annual return | 10.05% | 16.89%-6.8pp | 777.93%-767.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $1,108 | $2,626-57.8% | $2,915-62.0% | $2,625-57.8% |
| Participant deferral / active EE | $1,670 | $3,397-50.8% | $4,323-61.4% | $4,348-61.6% |
| Admin fee / account holder | $3,431 | $1,491+130.2% | $7,391-53.6% | $1,944+76.5% |