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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 | $18,653 | $114,119-83.7% | $107,187-82.6% | $138,895-86.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 11.09% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $983 | $4,059-75.8% | $3,782-74.0% | $4,194-76.6% |
| Participant deferral / active EE | $2,653 | $5,538-52.1% | $5,096-47.9% | $6,396-58.5% |
| Admin fee / account holder | $3,395 | $10,024-66.1% | $9,162-62.9% | $12,562-73.0% |