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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 | $30,479 | $51,638-41.0% | $68,368-55.4% | $82,448-63.0% |
| Participation rate | 31.3% | 63.6%-32.4pp | 73.8%-42.5pp | 68.1%-36.8pp |
| Annual return | 11.01% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $835 | $2,047-59.2% | $2,649-68.5% | $2,551-67.3% |
| Participant deferral / active EE | $1,117 | $2,914-61.7% | $4,123-72.9% | $4,139-73.0% |
| Admin fee / account holder | $2,289 | $4,643-50.7% | $5,150-55.6% | $7,234-68.4% |