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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 | $35,937 | $117,895-69.5% | $102,460-64.9% | $145,897-75.4% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 8.17% | 31.92%-23.8pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $930 | $3,619-74.3% | $3,025-69.3% | $4,663-80.1% |
| Participant deferral / active EE | $3,221 | $5,736-43.8% | $5,056-36.3% | $6,689-51.8% |
| Admin fee / account holder | $4,550 | $13,353-65.9% | $9,460-51.9% | $13,390-66.0% |