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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 | $19,664 | $51,638-61.9% | $68,368-71.2% | $82,448-76.1% |
| Participation rate | 32.8% | 63.6%-30.9pp | 73.8%-41.0pp | 68.1%-35.3pp |
| Annual return | 13.19% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $875 | $2,047-57.3% | $2,649-67.0% | $2,551-65.7% |
| Participant deferral / active EE | $1,698 | $2,914-41.7% | $4,123-58.8% | $4,139-59.0% |
| Admin fee / account holder | $3,166 | $4,643-31.8% | $5,150-38.5% | $7,234-56.2% |