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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 | $19,932 | $49,897-60.1% | $80,648-75.3% | $75,177-73.5% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 12.93% | 34.68%-21.7pp | 937.21%-924.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $900 | $1,699-47.0% | $2,724-67.0% | $2,671-66.3% |
| Participant deferral / active EE | $1,934 | $2,992-35.4% | $4,443-56.5% | $4,126-53.1% |
| Admin fee / account holder | $302 | $3,579-91.6% | $5,382-94.4% | $5,651-94.7% |