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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 | $162,529-82.6% | $130,788-78.4% | $154,746-81.8% |
| Participation rate | 52.4% | 75.9%-23.5pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 7.45% | 510.48%-503.0pp | 386.44%-379.0pp | 172.34%-164.9pp |
| Employer contribution / active EE | $413 | $4,447-90.7% | $3,558-88.4% | $4,379-90.6% |
| Participant deferral / active EE | $1,292 | $4,808-73.1% | $4,137-68.8% | $6,730-80.8% |
| Admin fee / account holder | $8,125 | $7,669+5.9% | $6,673+21.8% | $14,365-43.4% |