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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 | $18,296 | $54,757-66.6% | $90,300-79.7% | $72,983-74.9% |
| Participation rate | 50.7% | 65.1%-14.4pp | 73.3%-22.5pp | 69.5%-18.7pp |
| Annual return | 13.42% | 30.63%-17.2pp | 78.11%-64.7pp | 81.01%-67.6pp |
| Employer contribution / active EE | $662 | $2,092-68.4% | $2,854-76.8% | $2,440-72.9% |
| Participant deferral / active EE | $948 | $2,887-67.2% | $3,884-75.6% | $3,608-73.7% |
| Admin fee / account holder | $1,348 | $3,972-66.1% | $5,353-74.8% | $5,124-73.7% |