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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 | $36,668 | $78,690-53.4% | $161,489-77.3% | $87,485-58.1% |
| Participation rate | 53.1% | 67.5%-14.3pp | 78.7%-25.6pp | 68.9%-15.8pp |
| Annual return | 12.32% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $587 | $2,588-77.3% | $4,268-86.3% | $2,596-77.4% |
| Participant deferral / active EE | $1,495 | $3,311-54.8% | $5,630-73.4% | $4,274-65.0% |
| Admin fee / account holder | $783 | $6,724-88.3% | $16,006-95.1% | $7,775-89.9% |