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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 | $20,105 | $111,814-82.0% | $103,374-80.6% | $145,959-86.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 4.99% | 24.77%-19.8pp | 24.89%-19.9pp | 561.95%-557.0pp |
| Employer contribution / active EE | $973 | $4,214-76.9% | $3,869-74.9% | $4,661-79.1% |
| Participant deferral / active EE | $2,873 | $5,618-48.9% | $5,058-43.2% | $6,689-57.0% |
| Admin fee / account holder | $1,034 | $9,754-89.4% | $8,394-87.7% | $13,398-92.3% |