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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 | $55,232 | $66,673-17.2% | $203,872-72.9% | $65,306-15.4% |
| Participation rate | 26.5% | 53.8%-27.3pp | 77.8%-51.3pp | 57.7%-31.2pp |
| Annual return | 8.96% | 15.81%-6.9pp | 85.11%-76.2pp | 21.94%-13.0pp |
| Employer contribution / active EE | $690 | $1,702-59.5% | $3,757-81.6% | $1,967-64.9% |
| Participant deferral / active EE | $1,459 | $2,944-50.4% | $6,388-77.2% | $2,959-50.7% |
| Admin fee / account holder | $2,445 | $5,686-57.0% | $11,730-79.2% | $3,480-29.7% |