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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 | $26,452 | $95,406-72.3% | $185,849-85.8% | $85,847-69.2% |
| Participation rate | 46.3% | 68.8%-22.4pp | 81.7%-35.4pp | 69.3%-23.0pp |
| Annual return | 10.04% | 23.59%-13.5pp | 122.10%-112.1pp | 318.61%-308.6pp |
| Employer contribution / active EE | $519 | $3,314-84.3% | $5,169-90.0% | $2,565-79.8% |
| Participant deferral / active EE | $2,275 | $3,424-33.6% | $5,569-59.2% | $3,952-42.4% |
| Admin fee / account holder | $4,174 | $7,214-42.1% | $16,244-74.3% | $6,261-33.3% |