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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 | $25,533 | $46,596-45.2% | $64,099-60.2% | $75,181-66.0% |
| Participation rate | 51.7% | 65.9%-14.2pp | 72.3%-20.6pp | 67.2%-15.5pp |
| Annual return | 11.42% | 26.04%-14.6pp | 33.70%-22.3pp | 160.69%-149.3pp |
| Employer contribution / active EE | $497 | $1,975-74.9% | $2,748-81.9% | $2,671-81.4% |
| Participant deferral / active EE | $1,586 | $2,837-44.1% | $3,881-59.1% | $4,126-61.6% |
| Admin fee / account holder | $2,441 | $2,954-17.4% | $3,070-20.5% | $5,650-56.8% |