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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 | $38,618 | $86,298-55.3% | $111,308-65.3% | $85,847-55.0% |
| Participation rate | 28.1% | 73.3%-45.2pp | 77.3%-49.2pp | 69.3%-41.2pp |
| Annual return | 9.26% | 19.99%-10.7pp | 54.67%-45.4pp | 318.61%-309.3pp |
| Employer contribution / active EE | $672 | $2,044-67.1% | $2,732-75.4% | $2,565-73.8% |
| Participant deferral / active EE | $1,698 | $3,641-53.4% | $4,487-62.2% | $3,952-57.0% |
| Admin fee / account holder | $3,790 | $8,189-53.7% | $7,965-52.4% | $6,261-39.5% |