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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 | $59,507 | $85,171-30.1% | $172,753-65.6% | $72,976-18.5% |
| Participation rate | 38.0% | 70.1%-32.1pp | 82.6%-44.6pp | 69.5%-31.5pp |
| Annual return | 12.91% | 27.32%-14.4pp | 803.00%-790.1pp | 81.02%-68.1pp |
| Employer contribution / active EE | $521 | $3,324-84.3% | $5,144-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $1,367 | $3,260-58.1% | $5,198-73.7% | $3,608-62.1% |
| Admin fee / account holder | $722 | $5,880-87.7% | $13,956-94.8% | $5,124-85.9% |