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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 | $25,526 | $91,179-72.0% | $178,499-85.7% | $79,852-68.0% |
| Participation rate | 27.9% | 69.2%-41.3pp | 81.9%-54.0pp | 69.6%-41.7pp |
| Annual return | 9.36% | 24.19%-14.8pp | 151.10%-141.7pp | 31.72%-22.4pp |
| Employer contribution / active EE | $528 | $3,256-83.8% | $5,011-89.5% | $2,471-78.6% |
| Participant deferral / active EE | $1,492 | $3,236-53.9% | $5,202-71.3% | $3,740-60.1% |
| Admin fee / account holder | $2,192 | $6,749-67.5% | $13,986-84.3% | $5,306-58.7% |