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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 | $59,175 | $85,171-30.5% | $172,752-65.7% | $72,975-18.9% |
| Participation rate | 49.3% | 70.1%-20.8pp | 82.6%-33.4pp | 69.5%-20.2pp |
| Annual return | 13.35% | 27.32%-14.0pp | 802.97%-789.6pp | 81.01%-67.7pp |
| Employer contribution / active EE | $832 | $3,324-75.0% | $5,144-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,643 | $3,260-49.6% | $5,198-68.4% | $3,608-54.5% |
| Admin fee / account holder | $2,250 | $5,880-61.7% | $13,955-83.9% | $5,124-56.1% |