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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 | $52,407 | $53,127-1.4% | $86,597-39.5% | $70,131-25.3% |
| Participation rate | 38.5% | 65.3%-26.8pp | 73.5%-35.1pp | 69.5%-31.1pp |
| Annual return | 8.85% | 27.66%-18.8pp | 964.96%-956.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $330 | $2,068-84.1% | $2,840-88.4% | $2,342-85.9% |
| Participant deferral / active EE | $1,478 | $2,696-45.2% | $3,609-59.1% | $3,332-55.7% |
| Admin fee / account holder | $630 | $3,585-82.4% | $4,906-87.2% | $4,645-86.4% |