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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 | $28,159 | $102,385-72.5% | $147,080-80.9% | $80,935-65.2% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 9.88% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $896 | $3,717-75.9% | $4,933-81.8% | $2,757-67.5% |
| Participant deferral / active EE | $3,768 | $6,651-43.4% | $8,066-53.3% | $4,299-12.4% |
| Admin fee / account holder | $520 | $7,951-93.5% | $12,989-96.0% | $6,924-92.5% |