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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 | $22,214 | $36,948-39.9% | $73,658-69.8% | $87,485-74.6% |
| Participation rate | 21.2% | 46.8%-25.7pp | 57.0%-35.9pp | 68.9%-47.8pp |
| Annual return | 13.07% | 28.64%-15.6pp | 29.72%-16.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $163 | $670-75.6% | $1,032-84.2% | $2,596-93.7% |
| Participant deferral / active EE | $376 | $1,379-72.8% | $2,062-81.8% | $4,274-91.2% |
| Admin fee / account holder | $4,693 | $2,531+85.4% | $3,357+39.8% | $7,775-39.6% |