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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 | $28,229 | $149,040-81.1% | $120,225-76.5% | $137,256-79.4% |
| Participation rate | 52.4% | 75.4%-23.0pp | 69.6%-17.2pp | 80.0%-27.6pp |
| Annual return | 7.45% | 605.68%-598.2pp | 439.23%-431.8pp | 220.34%-212.9pp |
| Employer contribution / active EE | $413 | $4,350-90.5% | $3,475-88.1% | $4,156-90.1% |
| Participant deferral / active EE | $1,292 | $4,655-72.2% | $3,999-67.7% | $6,407-79.8% |
| Admin fee / account holder | $8,125 | $6,348+28.0% | $5,696+42.6% | $12,270-33.8% |