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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 | $30,620 | $63,346-51.7% | $92,240-66.8% | $70,126-56.3% |
| Participation rate | 47.2% | 68.7%-21.4pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 10.27% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.9pp |
| Employer contribution / active EE | $706 | $2,471-71.4% | $3,680-80.8% | $2,343-69.9% |
| Participant deferral / active EE | $1,715 | $2,854-39.9% | $3,897-56.0% | $3,332-48.5% |
| Admin fee / account holder | $1,225 | $3,841-68.1% | $5,194-76.4% | $4,645-73.6% |