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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 | $20,813 | $48,327-56.9% | $67,575-69.2% | $80,935-74.3% |
| Participation rate | 18.8% | 66.4%-47.7pp | 72.9%-54.2pp | 67.7%-48.9pp |
| Annual return | 10.54% | 18.31%-7.8pp | 3528.98%-3518.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $573 | $2,022-71.7% | $2,736-79.0% | $2,757-79.2% |
| Participant deferral / active EE | $874 | $2,927-70.2% | $4,003-78.2% | $4,299-79.7% |
| Admin fee / account holder | $2,098 | $3,692-43.2% | $3,993-47.5% | $6,924-69.7% |