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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 | $28,309 | $47,479-40.4% | $62,929-55.0% | $82,448-65.7% |
| Participation rate | 55.3% | 66.9%-11.5pp | 73.1%-17.8pp | 68.1%-12.7pp |
| Annual return | 9.89% | 20.34%-10.5pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $612 | $1,885-67.6% | $2,505-75.6% | $2,551-76.0% |
| Participant deferral / active EE | $1,703 | $2,870-40.7% | $3,888-56.2% | $4,139-58.9% |
| Admin fee / account holder | $2,790 | $3,804-26.7% | $5,065-44.9% | $7,234-61.4% |