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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 | $36,031 | $61,815-41.7% | $97,295-63.0% | $80,959-55.5% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.7%-40.7pp | 67.7%-35.7pp |
| Annual return | 9.47% | -558.73%+568.2pp | 75.62%-66.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $880 | $1,836-52.1% | $2,723-67.7% | $2,757-68.1% |
| Participant deferral / active EE | $1,943 | $3,027-35.8% | $4,264-54.4% | $4,300-54.8% |
| Admin fee / account holder | $1,062 | $5,166-79.4% | $5,646-81.2% | $6,925-84.7% |