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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 | $20,705 | $58,523-64.6% | $99,479-79.2% | $72,976-71.6% |
| Participation rate | 42.5% | 64.6%-22.1pp | 73.8%-31.3pp | 69.5%-27.0pp |
| Annual return | 14.14% | 28.51%-14.4pp | 30.72%-16.6pp | 81.02%-66.9pp |
| Employer contribution / active EE | $654 | $1,512-56.8% | $2,540-74.3% | $2,440-73.2% |
| Participant deferral / active EE | $1,041 | $2,606-60.1% | $3,619-71.2% | $3,608-71.2% |
| Admin fee / account holder | $4,043 | $4,102-1.4% | $6,253-35.3% | $5,124-21.1% |