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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 | $22,847 | $56,063-59.2% | $76,051-70.0% | $80,911-71.8% |
| Participation rate | 39.4% | 62.0%-22.6pp | 69.1%-29.7pp | 67.6%-28.3pp |
| Annual return | 10.00% | 20.54%-10.5pp | 360.42%-350.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $890 | $1,874-52.5% | $2,690-66.9% | $2,756-67.7% |
| Participant deferral / active EE | $1,862 | $3,052-39.0% | $4,257-56.3% | $4,297-56.7% |
| Admin fee / account holder | $750 | $5,240-85.7% | $6,416-88.3% | $6,935-89.2% |