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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 | $17,462 | $85,171-79.5% | $172,752-89.9% | $72,975-76.1% |
| Participation rate | 43.8% | 70.1%-26.3pp | 82.6%-38.9pp | 69.5%-25.7pp |
| Annual return | 6.31% | 27.32%-21.0pp | 802.97%-796.7pp | 81.01%-74.7pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,144-88.8% | $2,440-76.3% |
| Participant deferral / active EE | $2,429 | $3,260-25.5% | $5,198-53.3% | $3,608-32.7% |
| Admin fee / account holder | $357 | $5,880-93.9% | $13,955-97.4% | $5,124-93.0% |