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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 | $51,638-42.4% | $68,368-56.5% | $82,448-63.9% |
| Participation rate | 34.7% | 63.6%-28.9pp | 73.8%-39.1pp | 68.1%-33.4pp |
| Annual return | 11.81% | 37.53%-25.7pp | 292.57%-280.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $359 | $2,047-82.5% | $2,649-86.4% | $2,551-85.9% |
| Participant deferral / active EE | $2,134 | $2,914-26.7% | $4,123-48.2% | $4,139-48.4% |
| Admin fee / account holder | $3,201 | $4,643-31.1% | $5,150-37.8% | $7,234-55.8% |