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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 | $78,690-46.1% | $161,489-73.8% | $87,485-51.6% |
| Participation rate | 21.4% | 67.5%-46.0pp | 78.7%-57.3pp | 68.9%-47.5pp |
| Annual return | 10.08% | 32.74%-22.7pp | 89.72%-79.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $544 | $2,588-79.0% | $4,268-87.3% | $2,596-79.0% |
| Participant deferral / active EE | $1,381 | $3,311-58.3% | $5,630-75.5% | $4,274-67.7% |
| Admin fee / account holder | $1,864 | $6,724-72.3% | $16,006-88.4% | $7,775-76.0% |