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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 | $13,155 | $111,830-88.2% | $93,696-86.0% | $145,884-91.0% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 7.50% | 204.08%-196.6pp | 133.74%-126.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $795 | $3,093-74.3% | $2,422-67.2% | $4,662-82.9% |
| Participant deferral / active EE | $1,628 | $4,920-66.9% | $4,417-63.1% | $6,690-75.7% |
| Admin fee / account holder | $4,205 | $10,249-59.0% | $8,287-49.3% | $13,392-68.6% |