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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 | $51,638-13.5% | $68,368-34.7% | $82,448-45.8% |
| Participation rate | 22.9% | 63.6%-40.7pp | 73.8%-50.8pp | 68.1%-45.2pp |
| Annual return | 12.34% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $556 | $2,047-72.8% | $2,649-79.0% | $2,551-78.2% |
| Participant deferral / active EE | $1,185 | $2,914-59.3% | $4,123-71.2% | $4,139-71.4% |
| Admin fee / account holder | $922 | $4,643-80.1% | $5,150-82.1% | $7,234-87.3% |