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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 | $29,737 | $49,976-40.5% | $66,674-55.4% | $82,637-64.0% |
| Participation rate | 34.7% | 63.1%-28.4pp | 73.7%-39.0pp | 68.1%-33.4pp |
| Annual return | 11.81% | 39.09%-27.3pp | 321.24%-309.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $359 | $1,988-81.9% | $2,620-86.3% | $2,552-85.9% |
| Participant deferral / active EE | $2,134 | $2,847-25.0% | $4,084-47.7% | $4,126-48.3% |
| Admin fee / account holder | $3,201 | $4,594-30.3% | $5,098-37.2% | $7,339-56.4% |