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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 | $21,739 | $95,383-77.2% | $185,837-88.3% | $85,856-74.7% |
| Participation rate | 39.0% | 68.8%-29.8pp | 81.7%-42.7pp | 69.3%-30.3pp |
| Annual return | 10.91% | 23.59%-12.7pp | 122.08%-111.2pp | 318.58%-307.7pp |
| Employer contribution / active EE | $498 | $3,313-85.0% | $5,168-90.4% | $2,565-80.6% |
| Participant deferral / active EE | $1,451 | $3,423-57.6% | $5,568-73.9% | $3,952-63.3% |
| Admin fee / account holder | $2,135 | $7,213-70.4% | $16,241-86.9% | $6,261-65.9% |