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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 | $41,446 | $100,073-58.6% | $85,126-51.3% | $145,877-71.6% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.5pp |
| Annual return | 4.83% | 84.11%-79.3pp | 66.63%-61.8pp | 551.28%-546.5pp |
| Employer contribution / active EE | $783 | $3,236-75.8% | $2,731-71.3% | $4,663-83.2% |
| Participant deferral / active EE | $1,146 | $5,294-78.4% | $4,523-74.7% | $6,691-82.9% |
| Admin fee / account holder | $320 | $7,261-95.6% | $6,160-94.8% | $13,402-97.6% |