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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 | $24,854 | $73,107-66.0% | $114,563-78.3% | $87,485-71.6% |
| Participation rate | 38.6% | 65.8%-27.1pp | 72.9%-34.3pp | 68.9%-30.3pp |
| Annual return | 9.41% | 19.47%-10.1pp | 241.09%-231.7pp | 26.06%-16.7pp |
| Employer contribution / active EE | $853 | $1,881-54.7% | $2,592-67.1% | $2,596-67.2% |
| Participant deferral / active EE | $1,767 | $3,144-43.8% | $4,142-57.3% | $4,274-58.7% |
| Admin fee / account holder | $1,980 | $5,770-65.7% | $7,623-74.0% | $7,775-74.5% |