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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 | $37,329 | $77,638-51.9% | $156,551-76.2% | $62,881-40.6% |
| Participation rate | 56.0% | 71.2%-15.2pp | 84.0%-28.0pp | 69.3%-13.3pp |
| Annual return | 2.86% | 50.33%-47.5pp | 32.23%-29.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $767 | $3,444-77.7% | $5,501-86.1% | $2,281-66.4% |
| Participant deferral / active EE | $1,653 | $3,046-45.7% | $4,871-66.1% | $3,203-48.4% |
| Admin fee / account holder | $415 | $5,561-92.5% | $13,028-96.8% | $4,296-90.3% |