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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 | $16,931 | $49,897-66.1% | $80,648-79.0% | $75,177-77.5% |
| Participation rate | 40.2% | 55.3%-15.1pp | 67.0%-26.8pp | 67.2%-27.0pp |
| Annual return | 9.56% | 34.68%-25.1pp | 937.21%-927.7pp | 160.75%-151.2pp |
| Employer contribution / active EE | $813 | $1,699-52.1% | $2,724-70.1% | $2,671-69.6% |
| Participant deferral / active EE | $1,022 | $2,992-65.8% | $4,443-77.0% | $4,126-75.2% |
| Admin fee / account holder | $1,201 | $3,579-66.4% | $5,382-77.7% | $5,651-78.8% |