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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 | $20,908 | $65,395-68.0% | $182,508-88.5% | $72,986-71.4% |
| Participation rate | 26.7% | 65.4%-38.8pp | 78.0%-51.3pp | 69.5%-42.8pp |
| Annual return | 16.37% | 27.68%-11.3pp | 148.54%-132.2pp | 81.01%-64.6pp |
| Employer contribution / active EE | $417 | $1,911-78.2% | $4,075-89.8% | $2,440-82.9% |
| Participant deferral / active EE | $1,669 | $3,563-53.2% | $5,525-69.8% | $3,607-53.7% |
| Admin fee / account holder | $678 | $4,245-84.0% | $8,592-92.1% | $5,124-86.8% |