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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 | $76,407-73.5% | $150,298-86.6% | $82,448-75.5% |
| Participation rate | 53.1% | 66.4%-13.3pp | 77.8%-24.6pp | 68.1%-14.9pp |
| Annual return | 11.74% | 39.99%-28.3pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $776 | $2,614-70.3% | $4,154-81.3% | $2,551-69.6% |
| Participant deferral / active EE | $1,727 | $3,214-46.3% | $5,453-68.3% | $4,139-58.3% |
| Admin fee / account holder | $1,328 | $6,352-79.1% | $14,116-90.6% | $7,234-81.6% |