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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 | $38,212 | $53,128-28.1% | $86,582-55.9% | $70,126-45.5% |
| Participation rate | 24.0% | 65.3%-41.3pp | 73.5%-49.5pp | 69.5%-45.5pp |
| Annual return | 4.59% | 27.66%-23.1pp | 965.08%-960.5pp | 73.15%-68.6pp |
| Employer contribution / active EE | $276 | $2,068-86.6% | $2,839-90.3% | $2,343-88.2% |
| Participant deferral / active EE | $2,854 | $2,695+5.9% | $3,609-20.9% | $3,332-14.4% |
| Admin fee / account holder | $5,810 | $3,584+62.1% | $4,904+18.5% | $4,645+25.1% |