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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 | $25,370 | $51,638-50.9% | $68,368-62.9% | $82,448-69.2% |
| Participation rate | 19.4% | 63.6%-44.3pp | 73.8%-54.4pp | 68.1%-48.7pp |
| Annual return | 11.02% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $350 | $2,047-82.9% | $2,649-86.8% | $2,551-86.3% |
| Participant deferral / active EE | $1,377 | $2,914-52.7% | $4,123-66.6% | $4,139-66.7% |
| Admin fee / account holder | $2,484 | $4,643-46.5% | $5,150-51.8% | $7,234-65.7% |