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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 | $45,319 | $79,449-43.0% | $189,558-76.1% | $85,856-47.2% |
| Participation rate | 34.4% | 66.0%-31.6pp | 78.5%-44.1pp | 69.3%-34.9pp |
| Annual return | 11.61% | 18.45%-6.8pp | 64.19%-52.6pp | 318.58%-307.0pp |
| Employer contribution / active EE | $853 | $2,081-59.0% | $4,412-80.7% | $2,565-66.8% |
| Participant deferral / active EE | $1,809 | $4,051-55.3% | $6,174-70.7% | $3,952-54.2% |
| Admin fee / account holder | $1,506 | $5,377-72.0% | $9,809-84.6% | $6,261-75.9% |