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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 | $18,477 | $81,358-77.3% | $155,556-88.1% | $80,959-77.2% |
| Participation rate | 35.2% | 66.3%-31.1pp | 78.2%-43.0pp | 67.7%-32.5pp |
| Annual return | 8.86% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $420 | $3,106-86.5% | $4,675-91.0% | $2,757-84.8% |
| Participant deferral / active EE | $1,406 | $3,455-59.3% | $5,631-75.0% | $4,300-67.3% |
| Admin fee / account holder | $2,832 | $7,994-64.6% | $15,885-82.2% | $6,925-59.1% |