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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 | $31,711 | $80,812-60.8% | $160,784-80.3% | $82,448-61.5% |
| Participation rate | 38.2% | 66.2%-28.1pp | 77.0%-38.8pp | 68.1%-29.9pp |
| Annual return | 11.79% | 100.59%-88.8pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,348 | $2,174-38.0% | $3,733-63.9% | $2,551-47.2% |
| Participant deferral / active EE | $2,115 | $4,335-51.2% | $6,293-66.4% | $4,139-48.9% |
| Admin fee / account holder | $688 | $7,695-91.1% | $9,717-92.9% | $7,234-90.5% |