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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 | $22,868 | $57,541-60.3% | $95,740-76.1% | $75,173-69.6% |
| Participation rate | 26.2% | 62.5%-36.3pp | 72.3%-46.1pp | 67.2%-41.0pp |
| Annual return | 12.69% | 34.93%-22.2pp | 28.41%-15.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $744 | $1,808-58.9% | $2,836-73.8% | $2,671-72.2% |
| Participant deferral / active EE | $1,353 | $3,074-56.0% | $4,244-68.1% | $4,126-67.2% |
| Admin fee / account holder | $678 | $4,099-83.5% | $5,676-88.1% | $5,651-88.0% |