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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 | $29,724 | $58,311-49.0% | $81,882-63.7% | $80,959-63.3% |
| Participation rate | 37.0% | 63.5%-26.4pp | 72.4%-35.4pp | 67.7%-30.6pp |
| Annual return | 9.82% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $701 | $2,347-70.1% | $2,916-76.0% | $2,757-74.6% |
| Participant deferral / active EE | $2,833 | $3,287-13.8% | $4,323-34.5% | $4,300-34.1% |
| Admin fee / account holder | $10,687 | $4,752+124.9% | $7,360+45.2% | $6,925+54.3% |