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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 | $55,889-59.1% | $76,119-70.0% | $80,935-71.8% |
| Participation rate | 39.4% | 62.1%-22.7pp | 69.1%-29.7pp | 67.7%-28.3pp |
| Annual return | 10.00% | 20.58%-10.6pp | 361.25%-351.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $890 | $1,866-52.3% | $2,693-67.0% | $2,757-67.7% |
| Participant deferral / active EE | $1,862 | $3,051-39.0% | $4,259-56.3% | $4,299-56.7% |
| Admin fee / account holder | $750 | $5,241-85.7% | $6,421-88.3% | $6,924-89.2% |