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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 | $87,225-45.4% | $158,226-69.9% | $94,015-49.3% |
| Participation rate | 58.3% | 67.9%-9.6pp | 74.8%-16.5pp | 70.8%-12.5pp |
| Annual return | 10.18% | 16.34%-6.2pp | 501.41%-491.2pp | 17.84%-7.7pp |
| Employer contribution / active EE | $594 | $2,217-73.2% | $2,986-80.1% | $2,790-78.7% |
| Participant deferral / active EE | $1,450 | $3,405-57.4% | $4,317-66.4% | $4,249-65.9% |
| Admin fee / account holder | $1,479 | $7,888-81.2% | $10,217-85.5% | $8,951-83.5% |