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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 | $39,837 | $60,454-34.1% | $81,844-51.3% | $74,459-46.5% |
| Participation rate | 23.8% | 63.0%-39.2pp | 72.4%-48.6pp | 67.2%-43.5pp |
| Annual return | 9.92% | 16.87%-6.9pp | 778.87%-768.9pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $623 | $2,630-76.3% | $2,916-78.6% | $2,626-76.3% |
| Participant deferral / active EE | $791 | $3,398-76.7% | $4,323-81.7% | $4,350-81.8% |
| Admin fee / account holder | $426 | $1,490-71.4% | $7,355-94.2% | $1,945-78.1% |