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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 | $32,242 | $107,368-70.0% | $92,915-65.3% | $152,909-78.9% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 10.99% | 145.64%-134.7pp | 109.45%-98.5pp | 345.46%-334.5pp |
| Employer contribution / active EE | $769 | $4,222-81.8% | $3,653-79.0% | $4,764-83.9% |
| Participant deferral / active EE | $4,817 | $4,848-0.6% | $4,238+13.7% | $5,851-17.7% |
| Admin fee / account holder | $579 | $7,082-91.8% | $5,796-90.0% | $11,601-95.0% |