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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 | $5,894 | $49,976-88.2% | $66,674-91.2% | $82,637-92.9% |
| Participation rate | 37.0% | 63.1%-26.1pp | 73.7%-36.6pp | 68.1%-31.0pp |
| Annual return | 11.65% | 39.09%-27.4pp | 321.24%-309.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $441 | $1,988-77.8% | $2,620-83.2% | $2,552-82.7% |
| Participant deferral / active EE | $719 | $2,847-74.8% | $4,084-82.4% | $4,126-82.6% |
| Admin fee / account holder | $1,942 | $4,594-57.7% | $5,098-61.9% | $7,339-73.5% |