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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 | $22,717 | $55,889-59.4% | $76,119-70.2% | $80,935-71.9% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 10.08% | 20.58%-10.5pp | 361.25%-351.2pp | 35.66%-25.6pp |
| Employer contribution / active EE | $564 | $1,866-69.8% | $2,693-79.0% | $2,757-79.5% |
| Participant deferral / active EE | $2,134 | $3,051-30.1% | $4,259-49.9% | $4,299-50.4% |
| Admin fee / account holder | $986 | $5,241-81.2% | $6,421-84.6% | $6,924-85.8% |