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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 | $22,776 | $104,251-78.2% | $91,004-75.0% | $147,585-84.6% |
| Participation rate | 29.2% | 78.2%-49.1pp | 75.6%-46.4pp | 82.8%-53.7pp |
| Annual return | 8.64% | 27.06%-18.4pp | 4.60%+4.0pp | 578.58%-569.9pp |
| Employer contribution / active EE | $598 | $3,116-80.8% | $2,456-75.7% | $4,876-87.7% |
| Participant deferral / active EE | $1,221 | $4,195-70.9% | $3,548-65.6% | $5,439-77.5% |
| Admin fee / account holder | $2,462 | $8,948-72.5% | $5,417-54.6% | $10,886-77.4% |