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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 | $25,968 | $56,431-54.0% | $130,788-80.1% | $87,485-70.3% |
| Participation rate | 28.6% | 58.9%-30.4pp | 70.1%-41.5pp | 68.9%-40.4pp |
| Annual return | 6.87% | 91.27%-84.4pp | 386.44%-379.6pp | 26.06%-19.2pp |
| Employer contribution / active EE | $435 | $1,549-71.9% | $3,558-87.8% | $2,596-83.3% |
| Participant deferral / active EE | $1,737 | $2,749-36.8% | $4,137-58.0% | $4,274-59.4% |
| Admin fee / account holder | $1,802 | $4,433-59.4% | $6,673-73.0% | $7,775-76.8% |