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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 | $20,543 | $53,128-61.3% | $86,582-76.3% | $70,126-70.7% |
| Participation rate | 52.3% | 65.3%-13.0pp | 73.5%-21.3pp | 69.5%-17.3pp |
| Annual return | 12.18% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $322 | $2,068-84.5% | $2,839-88.7% | $2,343-86.3% |
| Participant deferral / active EE | $1,201 | $2,695-55.4% | $3,609-66.7% | $3,332-63.9% |
| Admin fee / account holder | $353 | $3,584-90.1% | $4,904-92.8% | $4,645-92.4% |