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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 | $47,028 | $102,385-54.1% | $147,080-68.0% | $80,935-41.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 82.2%-40.5pp | 67.7%-26.0pp |
| Annual return | 11.19% | 135.09%-123.9pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $954 | $3,717-74.3% | $4,933-80.7% | $2,757-65.4% |
| Participant deferral / active EE | $4,264 | $6,651-35.9% | $8,066-47.1% | $4,299-0.8% |
| Admin fee / account holder | $2,221 | $7,951-72.1% | $12,989-82.9% | $6,924-67.9% |