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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 | $22,179 | $55,889-60.3% | $76,119-70.9% | $80,935-72.6% |
| Participation rate | 47.3% | 62.1%-14.8pp | 69.1%-21.8pp | 67.7%-20.4pp |
| Annual return | 9.25% | 20.58%-11.3pp | 361.25%-352.0pp | 35.66%-26.4pp |
| Employer contribution / active EE | $598 | $1,866-68.0% | $2,693-77.8% | $2,757-78.3% |
| Participant deferral / active EE | $1,424 | $3,051-53.3% | $4,259-66.6% | $4,299-66.9% |
| Admin fee / account holder | $1,823 | $5,241-65.2% | $6,421-71.6% | $6,924-73.7% |