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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 | $29,393 | $58,258-49.5% | $81,820-64.1% | $80,925-63.7% |
| Participation rate | 26.7% | 63.5%-36.8pp | 72.4%-45.7pp | 67.7%-41.0pp |
| Annual return | 9.41% | 41.76%-32.4pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $667 | $2,345-71.6% | $2,915-77.1% | $2,756-75.8% |
| Participant deferral / active EE | $1,302 | $3,284-60.3% | $4,323-69.9% | $4,299-69.7% |
| Admin fee / account holder | $1,576 | $4,976-68.3% | $7,391-78.7% | $6,940-77.3% |