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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 | $44,701 | $28,624+56.2% | $53,647-16.7% | $82,637-45.9% |
| Participation rate | 11.4% | 47.3%-35.8pp | 56.3%-44.9pp | 68.1%-56.6pp |
| Annual return | 13.26% | 664.98%-651.7pp | 358.33%-345.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $287 | $637-55.0% | $962-70.2% | $2,552-88.8% |
| Participant deferral / active EE | $1,217 | $1,196+1.7% | $1,813-32.9% | $4,126-70.5% |
| Admin fee / account holder | $1,758 | $2,022-13.0% | $2,460-28.5% | $7,339-76.0% |