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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 | $29,937 | $72,071-58.5% | $68,368-56.2% | $137,256-78.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.89% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $730 | $2,788-73.8% | $2,649-72.4% | $4,156-82.4% |
| Participant deferral / active EE | $2,023 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $5,781 | $5,336+8.4% | $5,150+12.3% | $12,270-52.9% |