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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 | $35,702 | $91,179-60.8% | $178,499-80.0% | $79,852-55.3% |
| Participation rate | 61.9% | 69.2%-7.3pp | 81.9%-20.0pp | 69.6%-7.7pp |
| Annual return | 3.85% | 24.19%-20.3pp | 151.10%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $651 | $3,256-80.0% | $5,011-87.0% | $2,471-73.6% |
| Participant deferral / active EE | $1,649 | $3,236-49.0% | $5,202-68.3% | $3,740-55.9% |
| Admin fee / account holder | $371 | $6,749-94.5% | $13,986-97.3% | $5,306-93.0% |