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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 | $55,423-32.0% | $155,602-75.8% | $74,400-49.4% |
| Participation rate | 25.7% | 61.9%-36.1pp | 78.2%-52.5pp | 67.2%-41.5pp |
| Annual return | 10.13% | 269.07%-258.9pp | 64.81%-54.7pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $532 | $2,266-76.5% | $4,675-88.6% | $2,624-79.7% |
| Participant deferral / active EE | $2,251 | $2,835-20.6% | $5,629-60.0% | $4,348-48.2% |
| Admin fee / account holder | $9,621 | $1,744+451.5% | $15,923-39.6% | $1,944+395.0% |