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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 | $47,637 | $73,107-34.8% | $114,563-58.4% | $87,485-45.5% |
| Participation rate | 58.3% | 65.8%-7.4pp | 72.9%-14.6pp | 68.9%-10.6pp |
| Annual return | 10.18% | 19.47%-9.3pp | 241.09%-230.9pp | 26.06%-15.9pp |
| Employer contribution / active EE | $594 | $1,881-68.4% | $2,592-77.1% | $2,596-77.1% |
| Participant deferral / active EE | $1,450 | $3,144-53.9% | $4,142-65.0% | $4,274-66.1% |
| Admin fee / account holder | $1,479 | $5,770-74.4% | $7,623-80.6% | $7,775-81.0% |