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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 | $27,474 | $78,015-64.8% | $178,505-84.6% | $80,959-66.1% |
| Participation rate | 30.8% | 65.7%-34.9pp | 77.1%-46.3pp | 67.7%-36.9pp |
| Annual return | 10.67% | 18.10%-7.4pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $975 | $2,281-57.3% | $3,955-75.4% | $2,757-64.7% |
| Participant deferral / active EE | $2,064 | $4,406-53.1% | $6,280-67.1% | $4,300-52.0% |
| Admin fee / account holder | $11,983 | $7,160+67.4% | $10,428+14.9% | $6,925+73.0% |