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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 | $41,501 | $95,406-56.5% | $185,849-77.7% | $85,847-51.7% |
| Participation rate | 29.6% | 68.8%-39.1pp | 81.7%-52.1pp | 69.3%-39.7pp |
| Annual return | 9.57% | 23.59%-14.0pp | 122.10%-112.5pp | 318.61%-309.0pp |
| Employer contribution / active EE | $795 | $3,314-76.0% | $5,169-84.6% | $2,565-69.0% |
| Participant deferral / active EE | $1,724 | $3,424-49.6% | $5,569-69.0% | $3,952-56.4% |
| Admin fee / account holder | $8,451 | $7,214+17.1% | $16,244-48.0% | $6,261+35.0% |