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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 | $20,589 | $100,073-79.4% | $85,126-75.8% | $145,877-85.9% |
| Participation rate | 41.7% | 74.1%-32.4pp | 67.5%-25.9pp | 80.3%-38.6pp |
| Annual return | 2.57% | 84.11%-81.5pp | 66.63%-64.1pp | 551.28%-548.7pp |
| Employer contribution / active EE | $921 | $3,236-71.5% | $2,731-66.3% | $4,663-80.2% |
| Participant deferral / active EE | $1,263 | $5,294-76.2% | $4,523-72.1% | $6,691-81.1% |
| Admin fee / account holder | $1,335 | $7,261-81.6% | $6,160-78.3% | $13,402-90.0% |