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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 | $23,839 | $70,430-66.2% | $96,572-75.3% | $85,851-72.2% |
| Participation rate | 50.9% | 61.8%-10.9pp | 69.8%-18.9pp | 69.3%-18.4pp |
| Annual return | 10.51% | 18.58%-8.1pp | 37.79%-27.3pp | 318.63%-308.1pp |
| Employer contribution / active EE | $661 | $1,413-53.2% | $2,357-71.9% | $2,565-74.2% |
| Participant deferral / active EE | $1,804 | $2,894-37.7% | $3,850-53.1% | $3,952-54.3% |
| Admin fee / account holder | $4,744 | $4,996-5.0% | $6,183-23.3% | $6,261-24.2% |