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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 | $29,261 | $63,354-53.8% | $94,105-68.9% | $82,637-64.6% |
| Participation rate | 36.2% | 63.8%-27.6pp | 71.9%-35.7pp | 68.1%-31.8pp |
| Annual return | 11.28% | 34.36%-23.1pp | 204.55%-193.3pp | 53.51%-42.2pp |
| Employer contribution / active EE | $778 | $1,760-55.8% | $2,504-68.9% | $2,552-69.5% |
| Participant deferral / active EE | $1,616 | $2,873-43.8% | $3,881-58.4% | $4,126-60.8% |
| Admin fee / account holder | $2,868 | $5,073-43.5% | $6,199-53.7% | $7,339-60.9% |