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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 | $117,859-69.5% | $102,438-64.9% | $145,959-75.4% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 8.17% | 31.72%-23.6pp | 29.37%-21.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $930 | $3,615-74.3% | $3,024-69.3% | $4,661-80.1% |
| Participant deferral / active EE | $3,221 | $5,732-43.8% | $5,054-36.3% | $6,689-51.8% |
| Admin fee / account holder | $4,550 | $13,318-65.8% | $9,448-51.8% | $13,398-66.0% |