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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 | $32,537 | $58,241-44.1% | $81,780-60.2% | $80,911-59.8% |
| Participation rate | 47.8% | 63.4%-15.6pp | 72.4%-24.5pp | 67.6%-19.8pp |
| Annual return | 8.55% | 41.73%-33.2pp | 776.27%-767.7pp | 35.63%-27.1pp |
| Employer contribution / active EE | $878 | $2,343-62.5% | $2,914-69.9% | $2,756-68.2% |
| Participant deferral / active EE | $1,750 | $3,283-46.7% | $4,321-59.5% | $4,297-59.3% |
| Admin fee / account holder | $647 | $4,973-87.0% | $7,384-91.2% | $6,935-90.7% |