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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 | $32,427 | $77,901-58.4% | $149,717-78.3% | $75,181-56.9% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 9.24% | 31.73%-22.5pp | 134.41%-125.2pp | 160.69%-151.4pp |
| Employer contribution / active EE | $997 | $3,137-68.2% | $4,820-79.3% | $2,671-62.7% |
| Participant deferral / active EE | $2,133 | $3,411-37.5% | $5,682-62.5% | $4,126-48.3% |
| Admin fee / account holder | $337 | $5,949-94.3% | $13,213-97.5% | $5,650-94.0% |