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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 | $33,619 | $70,684-52.4% | $169,397-80.2% | $75,177-55.3% |
| Participation rate | 38.2% | 64.8%-26.6pp | 77.2%-39.0pp | 67.2%-29.0pp |
| Annual return | 12.50% | 36.38%-23.9pp | 406.23%-393.7pp | 160.75%-148.2pp |
| Employer contribution / active EE | $728 | $2,211-67.1% | $4,013-81.9% | $2,671-72.7% |
| Participant deferral / active EE | $1,754 | $4,310-59.3% | $6,223-71.8% | $4,126-57.5% |
| Admin fee / account holder | $5,393 | $5,404-0.2% | $9,017-40.2% | $5,651-4.6% |