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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 | $28,972 | $111,830-74.1% | $93,696-69.1% | $145,884-80.1% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.5pp |
| Annual return | 5.43% | 204.08%-198.6pp | 133.74%-128.3pp | 551.85%-546.4pp |
| Employer contribution / active EE | $820 | $3,093-73.5% | $2,422-66.2% | $4,662-82.4% |
| Participant deferral / active EE | $2,166 | $4,920-56.0% | $4,417-51.0% | $6,690-67.6% |
| Admin fee / account holder | $452 | $10,249-95.6% | $8,287-94.5% | $13,392-96.6% |