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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 | $21,713 | $57,541-62.3% | $95,728-77.3% | $75,181-71.1% |
| Participation rate | 29.7% | 62.5%-32.8pp | 72.3%-42.6pp | 67.2%-37.5pp |
| Annual return | 12.90% | 34.93%-22.0pp | 28.40%-15.5pp | 160.69%-147.8pp |
| Employer contribution / active EE | $593 | $1,808-67.2% | $2,835-79.1% | $2,671-77.8% |
| Participant deferral / active EE | $1,780 | $3,074-42.1% | $4,245-58.1% | $4,126-56.9% |
| Admin fee / account holder | $1,501 | $4,099-63.4% | $5,673-73.5% | $5,650-73.4% |