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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 | $39,284 | $84,236-53.4% | $170,435-77.0% | $70,126-44.0% |
| Participation rate | 32.5% | 70.8%-38.3pp | 83.6%-51.1pp | 69.5%-37.0pp |
| Annual return | 10.52% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $917 | $3,387-72.9% | $5,432-83.1% | $2,343-60.8% |
| Participant deferral / active EE | $1,817 | $3,086-41.1% | $4,939-63.2% | $3,332-45.5% |
| Admin fee / account holder | $485 | $5,698-91.5% | $13,881-96.5% | $4,645-89.6% |