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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 | $54,139 | $70,366-23.1% | $66,674-18.8% | $138,895-61.0% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.7%-38.9pp | 79.9%-45.1pp |
| Annual return | 12.26% | 386.41%-374.1pp | 321.24%-309.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $941 | $2,765-66.0% | $2,620-64.1% | $4,194-77.6% |
| Participant deferral / active EE | $1,207 | $4,374-72.4% | $4,084-70.4% | $6,396-81.1% |
| Admin fee / account holder | $4,890 | $5,262-7.1% | $5,098-4.1% | $12,562-61.1% |