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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 | $55,839 | $70,684-21.0% | $169,390-67.0% | $75,173-25.7% |
| Participation rate | 39.3% | 64.8%-25.5pp | 77.2%-37.9pp | 67.2%-27.9pp |
| Annual return | 12.31% | 36.38%-24.1pp | 406.07%-393.8pp | 160.72%-148.4pp |
| Employer contribution / active EE | $980 | $2,211-55.7% | $4,013-75.6% | $2,671-63.3% |
| Participant deferral / active EE | $2,799 | $4,310-35.0% | $6,222-55.0% | $4,126-32.2% |
| Admin fee / account holder | $3,533 | $5,404-34.6% | $9,015-60.8% | $5,651-37.5% |