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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 | $28,967 | $51,638-43.9% | $68,368-57.6% | $82,448-64.9% |
| Participation rate | 31.7% | 63.6%-31.9pp | 73.8%-42.0pp | 68.1%-36.4pp |
| Annual return | 11.41% | 37.53%-26.1pp | 292.57%-281.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $377 | $2,047-81.6% | $2,649-85.8% | $2,551-85.2% |
| Participant deferral / active EE | $775 | $2,914-73.4% | $4,123-81.2% | $4,139-81.3% |
| Admin fee / account holder | $5,039 | $4,643+8.5% | $5,150-2.1% | $7,234-30.3% |