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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 | $36,254 | $61,125-40.7% | $94,057-61.5% | $87,485-58.6% |
| Participation rate | 25.8% | 64.1%-38.3pp | 73.3%-47.5pp | 68.9%-43.1pp |
| Annual return | 10.18% | 35.20%-25.0pp | 480.62%-470.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $688 | $2,136-67.8% | $2,933-76.6% | $2,596-73.5% |
| Participant deferral / active EE | $984 | $3,260-69.8% | $4,709-79.1% | $4,274-77.0% |
| Admin fee / account holder | $1,500 | $5,629-73.3% | $7,244-79.3% | $7,775-80.7% |