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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 | $55,795 | $58,726-5.0% | $92,240-39.5% | $62,293-10.4% |
| Participation rate | 57.3% | 68.3%-11.1pp | 76.5%-19.2pp | 69.5%-12.2pp |
| Annual return | 10.41% | 43.62%-33.2pp | 176.29%-165.9pp | 28.90%-18.5pp |
| Employer contribution / active EE | $515 | $2,392-78.5% | $3,680-86.0% | $2,042-74.8% |
| Participant deferral / active EE | $1,631 | $2,766-41.0% | $3,897-58.2% | $3,169-48.5% |
| Admin fee / account holder | $1,144 | $556+105.7% | $5,194-78.0% | $479+138.7% |