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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 | $20,320 | $77,638-73.8% | $156,551-87.0% | $62,881-67.7% |
| Participation rate | 48.3% | 71.2%-22.9pp | 84.0%-35.7pp | 69.3%-21.0pp |
| Annual return | 2.25% | 50.33%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $5,501-81.8% | $2,281-56.0% |
| Participant deferral / active EE | $1,707 | $3,046-43.9% | $4,871-64.9% | $3,203-46.7% |
| Admin fee / account holder | $1,462 | $5,561-73.7% | $13,028-88.8% | $4,296-66.0% |