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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 | $68,180 | $96,731-29.5% | $123,973-45.0% | $86,983-21.6% |
| Participation rate | 29.0% | 70.0%-41.0pp | 76.7%-47.6pp | 69.5%-40.5pp |
| Annual return | 4.54% | 17.33%-12.8pp | 388.13%-383.6pp | 25.83%-21.3pp |
| Employer contribution / active EE | $995 | $3,297-69.8% | $4,126-75.9% | $2,584-61.5% |
| Participant deferral / active EE | $2,647 | $4,152-36.2% | $5,247-49.5% | $4,194-36.9% |
| Admin fee / account holder | $1,320 | $8,722-84.9% | $11,799-88.8% | $7,856-83.2% |