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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 | $31,038 | $58,258-46.7% | $81,820-62.1% | $80,925-61.6% |
| Participation rate | 45.2% | 63.5%-18.3pp | 72.4%-27.2pp | 67.7%-22.5pp |
| Annual return | 6.04% | 41.76%-35.7pp | 777.93%-771.9pp | 35.65%-29.6pp |
| Employer contribution / active EE | $632 | $2,345-73.1% | $2,915-78.3% | $2,756-77.1% |
| Participant deferral / active EE | $733 | $3,284-77.7% | $4,323-83.0% | $4,299-83.0% |
| Admin fee / account holder | $4,218 | $4,976-15.2% | $7,391-42.9% | $6,940-39.2% |