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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 | $24,694 | $46,877-47.3% | $122,354-79.8% | $70,126-64.8% |
| Participation rate | 55.2% | 58.2%-3.0pp | 71.6%-16.5pp | 69.5%-14.4pp |
| Annual return | 11.76% | 24.22%-12.5pp | 30.28%-18.5pp | 73.15%-61.4pp |
| Employer contribution / active EE | $345 | $1,288-73.2% | $4,051-91.5% | $2,343-85.3% |
| Participant deferral / active EE | $1,002 | $2,167-53.8% | $3,287-69.5% | $3,332-69.9% |
| Admin fee / account holder | $2,132 | $3,324-35.8% | $5,479-61.1% | $4,645-54.1% |