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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 | $24,251 | $73,978-67.2% | $96,515-74.9% | $75,173-67.7% |
| Participation rate | 18.3% | 66.4%-48.1pp | 74.3%-56.0pp | 67.2%-48.9pp |
| Annual return | 11.37% | 26.72%-15.4pp | 35.73%-24.4pp | 160.72%-149.4pp |
| Employer contribution / active EE | $802 | $2,931-72.6% | $3,740-78.5% | $2,671-70.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $458 | $5,219-91.2% | $6,735-93.2% | $5,651-91.9% |