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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 | $37,680 | $55,437-32.0% | $155,534-75.8% | $74,459-49.4% |
| Participation rate | 25.7% | 61.9%-36.2pp | 78.2%-52.5pp | 67.2%-41.5pp |
| Annual return | 10.13% | 269.58%-259.5pp | 64.92%-54.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $532 | $2,266-76.5% | $4,675-88.6% | $2,626-79.7% |
| Participant deferral / active EE | $2,251 | $2,837-20.7% | $5,630-60.0% | $4,350-48.3% |
| Admin fee / account holder | $9,621 | $1,742+452.2% | $15,900-39.5% | $1,945+394.7% |