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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 | $17,424 | $57,119-69.5% | $85,187-79.5% | $80,935-78.5% |
| Participation rate | 40.5% | 56.4%-15.9pp | 67.5%-27.0pp | 67.7%-27.2pp |
| Annual return | 9.74% | 21.70%-12.0pp | 66.67%-56.9pp | 35.66%-25.9pp |
| Employer contribution / active EE | $865 | $1,802-52.0% | $2,732-68.3% | $2,757-68.6% |
| Participant deferral / active EE | $1,490 | $3,115-52.2% | $4,525-67.1% | $4,299-65.4% |
| Admin fee / account holder | $1,943 | $4,990-61.1% | $6,162-68.5% | $6,924-71.9% |