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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 | $23,789 | $81,276-70.7% | $155,574-84.7% | $80,925-70.6% |
| Participation rate | 58.1% | 66.2%-8.2pp | 78.2%-20.1pp | 67.7%-9.6pp |
| Annual return | 5.10% | 33.36%-28.3pp | 64.87%-59.8pp | 35.65%-30.5pp |
| Employer contribution / active EE | $768 | $3,103-75.3% | $4,676-83.6% | $2,756-72.1% |
| Participant deferral / active EE | $1,288 | $3,453-62.7% | $5,629-77.1% | $4,299-70.0% |
| Admin fee / account holder | $1,966 | $7,993-75.4% | $15,914-87.6% | $6,940-71.7% |