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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 | $24,259 | $49,896-51.4% | $80,627-69.9% | $75,173-67.7% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 11.27% | 34.67%-23.4pp | 936.76%-925.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $695 | $1,699-59.1% | $2,723-74.5% | $2,671-74.0% |
| Participant deferral / active EE | $1,658 | $2,992-44.6% | $4,443-62.7% | $4,126-59.8% |
| Admin fee / account holder | $3,054 | $3,578-14.6% | $5,381-43.2% | $5,651-45.9% |