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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 | $33,924 | $63,346-46.4% | $92,240-63.2% | $70,126-51.6% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 8.26% | 530.19%-521.9pp | 176.29%-168.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,369 | $2,471-44.6% | $3,680-62.8% | $2,343-41.6% |
| Participant deferral / active EE | $2,357 | $2,854-17.4% | $3,897-39.5% | $3,332-29.2% |
| Admin fee / account holder | $589 | $3,841-84.7% | $5,194-88.7% | $4,645-87.3% |