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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 | $37,580 | $63,342-40.7% | $92,235-59.3% | $70,131-46.4% |
| Participation rate | 60.9% | 68.7%-7.8pp | 76.5%-15.6pp | 69.5%-8.7pp |
| Annual return | 12.02% | 530.15%-518.1pp | 176.28%-164.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $973 | $2,471-60.6% | $3,679-73.6% | $2,342-58.5% |
| Participant deferral / active EE | $1,447 | $2,854-49.3% | $3,897-62.9% | $3,332-56.6% |
| Admin fee / account holder | $1,276 | $3,840-66.8% | $5,194-75.4% | $4,645-72.5% |