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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 | $35,953 | $77,908-53.9% | $149,696-76.0% | $75,173-52.2% |
| Participation rate | 59.4% | 65.6%-6.2pp | 78.8%-19.4pp | 67.2%-7.8pp |
| Annual return | 12.64% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $725 | $3,138-76.9% | $4,821-85.0% | $2,671-72.9% |
| Participant deferral / active EE | $2,993 | $3,411-12.3% | $5,682-47.3% | $4,126-27.5% |
| Admin fee / account holder | $9,959 | $5,950+67.4% | $13,212-24.6% | $5,651+76.2% |