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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 | $41,780 | $51,638-19.1% | $68,368-38.9% | $82,448-49.3% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 11.13% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $345 | $2,047-83.1% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $2,496 | $2,914-14.3% | $4,123-39.4% | $4,139-39.7% |
| Admin fee / account holder | $697 | $4,643-85.0% | $5,150-86.5% | $7,234-90.4% |