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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 | $27,171 | $49,896-45.5% | $80,627-66.3% | $75,173-63.9% |
| Participation rate | 29.7% | 55.3%-25.6pp | 67.0%-37.3pp | 67.2%-37.5pp |
| Annual return | 13.13% | 34.67%-21.5pp | 936.76%-923.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $633 | $1,699-62.8% | $2,723-76.8% | $2,671-76.3% |
| Participant deferral / active EE | $1,393 | $2,992-53.4% | $4,443-68.6% | $4,126-66.2% |
| Admin fee / account holder | $3,515 | $3,578-1.8% | $5,381-34.7% | $5,651-37.8% |