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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 | $35,829 | $82,133-56.4% | $147,318-75.7% | $64,097-44.1% |
| Participation rate | 37.4% | 62.3%-24.9pp | 82.1%-44.7pp | 55.2%-17.8pp |
| Annual return | 14.18% | 78.78%-64.6pp | 70.43%-56.2pp | 34.64%-20.5pp |
| Employer contribution / active EE | $662 | $2,872-76.9% | $4,593-85.6% | $1,891-65.0% |
| Participant deferral / active EE | $1,621 | $5,407-70.0% | $7,906-79.5% | $3,080-47.4% |
| Admin fee / account holder | $1,841 | $3,730-50.6% | $13,708-86.6% | $3,454-46.7% |