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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 | $28,329 | $72,071-60.7% | $68,368-58.6% | $137,256-79.4% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.0%-18.1pp |
| Annual return | 12.55% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $823 | $2,788-70.5% | $2,649-68.9% | $4,156-80.2% |
| Participant deferral / active EE | $4,876 | $4,410+10.6% | $4,123+18.3% | $6,407-23.9% |
| Admin fee / account holder | $5,324 | $5,336-0.2% | $5,150+3.4% | $12,270-56.6% |