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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 | $35,613 | $76,407-53.4% | $150,298-76.3% | $82,448-56.8% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 13.02% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $395 | $2,614-84.9% | $4,154-90.5% | $2,551-84.5% |
| Participant deferral / active EE | $1,229 | $3,214-61.8% | $5,453-77.5% | $4,139-70.3% |
| Admin fee / account holder | $419 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |