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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 | $29,995 | $77,638-61.4% | $156,551-80.8% | $62,881-52.3% |
| Participation rate | 59.5% | 71.2%-11.7pp | 84.0%-24.6pp | 69.3%-9.8pp |
| Annual return | 3.78% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $752 | $3,444-78.2% | $5,501-86.3% | $2,281-67.0% |
| Participant deferral / active EE | $1,511 | $3,046-50.4% | $4,871-69.0% | $3,203-52.8% |
| Admin fee / account holder | $1,283 | $5,561-76.9% | $13,028-90.2% | $4,296-70.1% |