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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 | $31,590 | $56,134-43.7% | $96,171-67.2% | $85,847-63.2% |
| Participation rate | 13.6% | 56.7%-43.2pp | 68.4%-54.9pp | 69.3%-55.8pp |
| Annual return | 11.33% | 42.30%-31.0pp | 192.04%-180.7pp | 318.61%-307.3pp |
| Employer contribution / active EE | $336 | $1,620-79.2% | $2,799-88.0% | $2,565-86.9% |
| Participant deferral / active EE | $1,593 | $2,858-44.2% | $4,350-63.4% | $3,952-59.7% |
| Admin fee / account holder | $406 | $3,769-89.2% | $5,538-92.7% | $6,261-93.5% |