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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 | $59,883 | $89,367-33.0% | $141,191-57.6% | $72,975-17.9% |
| Participation rate | 41.7% | 75.1%-33.5pp | 82.5%-40.8pp | 69.5%-27.8pp |
| Annual return | 16.46% | 111.87%-95.4pp | 71.41%-54.9pp | 81.01%-64.6pp |
| Employer contribution / active EE | $701 | $3,115-77.5% | $4,736-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $3,217 | $5,419-40.6% | $6,710-52.1% | $3,608-10.8% |
| Admin fee / account holder | $7,598 | $5,957+27.6% | $10,264-26.0% | $5,124+48.3% |