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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 | $20,508 | $59,839-65.7% | $81,988-75.0% | $79,858-74.3% |
| Participation rate | 54.1% | 61.6%-7.6pp | 69.3%-15.2pp | 69.6%-15.6pp |
| Annual return | 9.23% | 17.56%-8.3pp | 41.31%-32.1pp | 31.72%-22.5pp |
| Employer contribution / active EE | $653 | $1,713-61.9% | $2,498-73.8% | $2,471-73.6% |
| Participant deferral / active EE | $1,463 | $2,695-45.7% | $3,722-60.7% | $3,740-60.9% |
| Admin fee / account holder | $1,190 | $4,287-72.2% | $5,665-79.0% | $5,306-77.6% |