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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 | $31,418 | $68,398-54.1% | $94,664-66.8% | $75,173-58.2% |
| Participation rate | 58.1% | 76.1%-18.0pp | 80.8%-22.8pp | 67.2%-9.1pp |
| Annual return | 11.88% | 616.72%-604.8pp | 156.84%-145.0pp | 160.72%-148.8pp |
| Employer contribution / active EE | $439 | $2,701-83.7% | $3,673-88.0% | $2,671-83.5% |
| Participant deferral / active EE | $3,784 | $6,537-42.1% | $7,417-49.0% | $4,126-8.3% |
| Admin fee / account holder | $2,343 | $5,324-56.0% | $7,222-67.6% | $5,651-58.5% |