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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 | $42,381 | $76,407-44.5% | $150,298-71.8% | $82,448-48.6% |
| Participation rate | 21.4% | 66.4%-45.0pp | 77.8%-56.3pp | 68.1%-46.6pp |
| Annual return | 10.08% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $544 | $2,614-79.2% | $4,154-86.9% | $2,551-78.7% |
| Participant deferral / active EE | $1,381 | $3,214-57.0% | $5,453-74.7% | $4,139-66.6% |
| Admin fee / account holder | $1,864 | $6,352-70.7% | $14,116-86.8% | $7,234-74.2% |