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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 | $25,208 | $78,690-68.0% | $161,489-84.4% | $87,485-71.2% |
| Participation rate | 22.6% | 67.5%-44.8pp | 78.7%-56.1pp | 68.9%-46.3pp |
| Annual return | 10.80% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $347 | $2,588-86.6% | $4,268-91.9% | $2,596-86.6% |
| Participant deferral / active EE | $1,357 | $3,311-59.0% | $5,630-75.9% | $4,274-68.2% |
| Admin fee / account holder | $2,289 | $6,724-66.0% | $16,006-85.7% | $7,775-70.6% |