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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 | $20,211 | $78,690-74.3% | $161,489-87.5% | $87,485-76.9% |
| Participation rate | 53.1% | 67.5%-14.3pp | 78.7%-25.6pp | 68.9%-15.8pp |
| Annual return | 11.74% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $776 | $2,588-70.0% | $4,268-81.8% | $2,596-70.1% |
| Participant deferral / active EE | $1,727 | $3,311-47.8% | $5,630-69.3% | $4,274-59.6% |
| Admin fee / account holder | $1,328 | $6,724-80.3% | $16,006-91.7% | $7,775-82.9% |