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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 | $20,865 | $75,541-72.4% | $152,093-86.3% | $82,637-74.8% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 10.29% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.2pp |
| Employer contribution / active EE | $987 | $2,622-62.3% | $4,175-76.3% | $2,552-61.3% |
| Participant deferral / active EE | $1,576 | $3,206-50.8% | $5,451-71.1% | $4,126-61.8% |
| Admin fee / account holder | $546 | $6,405-91.5% | $14,497-96.2% | $7,339-92.6% |