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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 | $44,761 | $98,760-54.7% | $149,715-70.1% | $79,858-43.9% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 10.80% | 27.43%-16.6pp | 276.66%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $957 | $3,217-70.2% | $4,645-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $3,115 | $5,681-45.2% | $6,842-54.5% | $3,740-16.7% |
| Admin fee / account holder | $373 | $6,053-93.8% | $9,310-96.0% | $5,306-93.0% |