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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 | $37,557 | $58,311-35.6% | $81,882-54.1% | $80,959-53.6% |
| Participation rate | 35.6% | 63.5%-27.9pp | 72.4%-36.8pp | 67.7%-32.1pp |
| Annual return | 9.13% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $566 | $2,347-75.9% | $2,916-80.6% | $2,757-79.5% |
| Participant deferral / active EE | $1,372 | $3,287-58.2% | $4,323-68.3% | $4,300-68.1% |
| Admin fee / account holder | $452 | $4,752-90.5% | $7,360-93.9% | $6,925-93.5% |