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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 | $44,666 | $61,125-26.9% | $94,057-52.5% | $87,485-48.9% |
| Participation rate | 22.9% | 64.1%-41.1pp | 73.3%-50.4pp | 68.9%-46.0pp |
| Annual return | 12.34% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $556 | $2,136-74.0% | $2,933-81.0% | $2,596-78.6% |
| Participant deferral / active EE | $1,185 | $3,260-63.6% | $4,709-74.8% | $4,274-72.3% |
| Admin fee / account holder | $922 | $5,629-83.6% | $7,244-87.3% | $7,775-88.1% |