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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 | $15,120 | $172,111-91.2% | $150,298-89.9% | $137,256-89.0% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 10.10% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $897 | $4,636-80.7% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $3,127 | $6,166-49.3% | $5,453-42.7% | $6,407-51.2% |
| Admin fee / account holder | $7,553 | $16,471-54.1% | $14,116-46.5% | $12,270-38.4% |