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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 | $43,806 | $85,766-48.9% | $136,298-67.9% | $70,126-37.5% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 13.91% | 31.46%-17.5pp | 5156.27%-5142.4pp | 73.15%-59.2pp |
| Employer contribution / active EE | $521 | $2,966-82.4% | $4,696-88.9% | $2,343-77.8% |
| Participant deferral / active EE | $3,398 | $5,051-32.7% | $6,247-45.6% | $3,332+2.0% |
| Admin fee / account holder | $399 | $5,421-92.6% | $9,244-95.7% | $4,645-91.4% |