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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 | $35,433 | $51,638-31.4% | $68,368-48.2% | $82,448-57.0% |
| Participation rate | 55.4% | 63.6%-8.3pp | 73.8%-18.4pp | 68.1%-12.7pp |
| Annual return | 13.19% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $833 | $2,047-59.3% | $2,649-68.5% | $2,551-67.3% |
| Participant deferral / active EE | $1,973 | $2,914-32.3% | $4,123-52.1% | $4,139-52.3% |
| Admin fee / account holder | $3,226 | $4,643-30.5% | $5,150-37.4% | $7,234-55.4% |