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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 | $18,697 | $110,379-83.1% | $102,412-81.7% | $145,884-87.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 3.78% | 24.84%-21.1pp | 24.94%-21.2pp | 551.85%-548.1pp |
| Employer contribution / active EE | $877 | $4,216-79.2% | $3,870-77.3% | $4,662-81.2% |
| Participant deferral / active EE | $1,586 | $5,622-71.8% | $5,060-68.7% | $6,690-76.3% |
| Admin fee / account holder | $1,221 | $9,745-87.5% | $8,388-85.4% | $13,392-90.9% |