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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 | $23,494 | $91,194-74.2% | $178,486-86.8% | $79,860-70.6% |
| Participation rate | 46.5% | 69.2%-22.7pp | 81.9%-35.4pp | 69.6%-23.2pp |
| Annual return | 9.81% | 24.19%-14.4pp | 151.08%-141.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $914 | $3,256-71.9% | $5,011-81.7% | $2,471-63.0% |
| Participant deferral / active EE | $1,551 | $3,236-52.1% | $5,202-70.2% | $3,740-58.5% |
| Admin fee / account holder | $1,464 | $6,751-78.3% | $13,985-89.5% | $5,306-72.4% |