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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 | $28,562 | $60,119-52.5% | $90,430-68.4% | $79,858-64.2% |
| Participation rate | 47.1% | 65.0%-17.9pp | 72.7%-25.6pp | 69.6%-22.6pp |
| Annual return | 10.14% | 71.94%-61.8pp | 1293.73%-1283.6pp | 31.72%-21.6pp |
| Employer contribution / active EE | $451 | $2,068-78.2% | $3,262-86.2% | $2,471-81.8% |
| Participant deferral / active EE | $1,369 | $2,938-53.4% | $3,963-65.4% | $3,740-63.4% |
| Admin fee / account holder | $2,430 | $3,976-38.9% | $5,613-56.7% | $5,306-54.2% |