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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 | $23,252 | $56,054-58.5% | $171,082-86.4% | $62,881-63.0% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 4.16% | 22.52%-18.4pp | 32.56%-28.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $881 | $1,731-49.1% | $4,002-78.0% | $2,281-61.4% |
| Participant deferral / active EE | $1,166 | $3,158-63.1% | $4,797-75.7% | $3,203-63.6% |
| Admin fee / account holder | $1,791 | $3,647-50.9% | $8,520-79.0% | $4,296-58.3% |