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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 | $37,238 | $63,346-41.2% | $92,240-59.6% | $70,126-46.9% |
| Participation rate | 40.3% | 68.7%-28.3pp | 76.5%-36.2pp | 69.5%-29.2pp |
| Annual return | 4.00% | 530.19%-526.2pp | 176.29%-172.3pp | 73.15%-69.1pp |
| Employer contribution / active EE | $590 | $2,471-76.1% | $3,680-84.0% | $2,343-74.8% |
| Participant deferral / active EE | $1,679 | $2,854-41.2% | $3,897-56.9% | $3,332-49.6% |
| Admin fee / account holder | $4,087 | $3,841+6.4% | $5,194-21.3% | $4,645-12.0% |