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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 | $24,238 | $89,259-72.8% | $107,187-77.4% | $82,637-70.7% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 12.10% | 21.02%-8.9pp | 204.55%-192.4pp | 53.51%-41.4pp |
| Employer contribution / active EE | $853 | $3,080-72.3% | $3,782-77.4% | $2,552-66.6% |
| Participant deferral / active EE | $1,947 | $4,037-51.8% | $5,096-61.8% | $4,126-52.8% |
| Admin fee / account holder | $819 | $7,381-88.9% | $9,162-91.1% | $7,339-88.8% |