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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 | $25,574 | $81,358-68.6% | $155,556-83.6% | $80,959-68.4% |
| Participation rate | 27.3% | 66.3%-39.0pp | 78.2%-51.0pp | 67.7%-40.4pp |
| Annual return | 9.07% | 33.39%-24.3pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $556 | $3,106-82.1% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $990 | $3,455-71.3% | $5,631-82.4% | $4,300-77.0% |
| Admin fee / account holder | $1,686 | $7,994-78.9% | $15,885-89.4% | $6,925-75.7% |