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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 | $23,170 | $95,415-75.7% | $185,851-87.5% | $85,851-73.0% |
| Participation rate | 37.8% | 68.8%-30.9pp | 81.7%-43.9pp | 69.3%-31.5pp |
| Annual return | 11.27% | 23.59%-12.3pp | 122.11%-110.8pp | 318.63%-307.4pp |
| Employer contribution / active EE | $400 | $3,314-87.9% | $5,168-92.3% | $2,565-84.4% |
| Participant deferral / active EE | $1,620 | $3,424-52.7% | $5,569-70.9% | $3,952-59.0% |
| Admin fee / account holder | $3,513 | $7,215-51.3% | $16,245-78.4% | $6,261-43.9% |