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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 | $21,429 | $48,011-55.4% | $63,803-66.4% | $82,637-74.1% |
| Participation rate | 51.4% | 66.6%-15.2pp | 72.7%-21.4pp | 68.1%-16.7pp |
| Annual return | 9.06% | 19.84%-10.8pp | 543.72%-534.7pp | 53.51%-44.4pp |
| Employer contribution / active EE | $382 | $1,904-80.0% | $2,532-84.9% | $2,552-85.0% |
| Participant deferral / active EE | $2,786 | $2,846-2.1% | $3,843-27.5% | $4,126-32.5% |
| Admin fee / account holder | $810 | $3,873-79.1% | $5,196-84.4% | $7,339-89.0% |