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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 | $36,806 | $85,171-56.8% | $172,753-78.7% | $72,976-49.6% |
| Participation rate | 39.3% | 70.1%-30.7pp | 82.6%-43.3pp | 69.5%-30.1pp |
| Annual return | 15.01% | 27.32%-12.3pp | 803.00%-788.0pp | 81.02%-66.0pp |
| Employer contribution / active EE | $999 | $3,324-69.9% | $5,144-80.6% | $2,440-59.0% |
| Participant deferral / active EE | $2,537 | $3,260-22.2% | $5,198-51.2% | $3,608-29.7% |
| Admin fee / account holder | $2,870 | $5,880-51.2% | $13,956-79.4% | $5,124-44.0% |