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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 | $18,344 | $59,839-69.3% | $81,991-77.6% | $79,852-77.0% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.3%-31.3pp | 69.6%-31.7pp |
| Annual return | 4.46% | 17.56%-13.1pp | 41.31%-36.9pp | 31.72%-27.3pp |
| Employer contribution / active EE | $328 | $1,713-80.8% | $2,498-86.9% | $2,471-86.7% |
| Participant deferral / active EE | $2,098 | $2,695-22.2% | $3,722-43.7% | $3,740-43.9% |
| Admin fee / account holder | $1,205 | $4,287-71.9% | $5,665-78.7% | $5,306-77.3% |