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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 | $58,234-35.0% | $81,783-53.7% | $80,874-53.2% |
| Participation rate | 36.5% | 63.4%-27.0pp | 72.4%-35.9pp | 67.6%-31.2pp |
| Annual return | 10.60% | 41.70%-31.1pp | 775.05%-764.5pp | 35.62%-25.0pp |
| Employer contribution / active EE | $886 | $2,341-62.2% | $2,913-69.6% | $2,756-67.8% |
| Participant deferral / active EE | $1,164 | $3,283-64.5% | $4,320-73.1% | $4,297-72.9% |
| Admin fee / account holder | $2,029 | $4,982-59.3% | $7,380-72.5% | $6,935-70.7% |