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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 | $34,087 | $95,415-64.3% | $185,851-81.7% | $85,851-60.3% |
| Participation rate | 45.2% | 68.8%-23.5pp | 81.7%-36.5pp | 69.3%-24.1pp |
| Annual return | 10.34% | 23.59%-13.2pp | 122.11%-111.8pp | 318.63%-308.3pp |
| Employer contribution / active EE | $658 | $3,314-80.1% | $5,168-87.3% | $2,565-74.3% |
| Participant deferral / active EE | $1,679 | $3,424-51.0% | $5,569-69.8% | $3,952-57.5% |
| Admin fee / account holder | $5,742 | $7,215-20.4% | $16,245-64.7% | $6,261-8.3% |