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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 | $37,827 | $58,311-35.1% | $81,882-53.8% | $80,959-53.3% |
| Participation rate | 36.5% | 63.5%-27.0pp | 72.4%-35.9pp | 67.7%-31.2pp |
| Annual return | 10.60% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $886 | $2,347-62.2% | $2,916-69.6% | $2,757-67.9% |
| Participant deferral / active EE | $1,164 | $3,287-64.6% | $4,323-73.1% | $4,300-72.9% |
| Admin fee / account holder | $2,029 | $4,752-57.3% | $7,360-72.4% | $6,925-70.7% |