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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 | $36,865 | $56,134-34.3% | $96,161-61.7% | $85,856-57.1% |
| Participation rate | 23.1% | 56.7%-33.6pp | 68.4%-45.4pp | 69.3%-46.2pp |
| Annual return | 11.30% | 42.30%-31.0pp | 192.01%-180.7pp | 318.58%-307.3pp |
| Employer contribution / active EE | $519 | $1,620-68.0% | $2,798-81.5% | $2,565-79.8% |
| Participant deferral / active EE | $1,440 | $2,858-49.6% | $4,349-66.9% | $3,952-63.6% |
| Admin fee / account holder | $9,347 | $3,769+148.0% | $5,538+68.8% | $6,261+49.3% |