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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 | $37,094 | $49,976-25.8% | $66,674-44.4% | $82,637-55.1% |
| Participation rate | 46.5% | 63.1%-16.6pp | 73.7%-27.2pp | 68.1%-21.5pp |
| Annual return | 13.00% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $619 | $1,988-68.9% | $2,620-76.4% | $2,552-75.8% |
| Participant deferral / active EE | $716 | $2,847-74.9% | $4,084-82.5% | $4,126-82.7% |
| Admin fee / account holder | $2,350 | $4,594-48.8% | $5,098-53.9% | $7,339-68.0% |