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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 | $17,264 | $35,183-50.9% | $73,550-76.5% | $70,126-75.4% |
| Participation rate | 66.7% | 42.9%+23.7pp | 54.9%+11.7pp | 69.5%-2.9pp |
| Annual return | 10.62% | 26.90%-16.3pp | -15.16%+25.8pp | 73.15%-62.5pp |
| Employer contribution / active EE | $585 | $709-17.4% | $1,219-52.0% | $2,343-75.0% |
| Participant deferral / active EE | $1,553 | $1,220+27.3% | $1,804-13.9% | $3,332-53.4% |
| Admin fee / account holder | $408 | $2,302-82.3% | $2,320-82.4% | $4,645-91.2% |