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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 | $28,377 | $48,053-40.9% | $84,623-66.5% | $72,983-61.1% |
| Participation rate | 18.8% | 57.6%-38.8pp | 68.2%-49.5pp | 69.5%-50.7pp |
| Annual return | 13.75% | 37.39%-23.6pp | 258.77%-245.0pp | 81.01%-67.3pp |
| Employer contribution / active EE | $671 | $1,602-58.1% | $2,652-74.7% | $2,440-72.5% |
| Participant deferral / active EE | $879 | $2,681-67.2% | $3,899-77.5% | $3,608-75.6% |
| Admin fee / account holder | $1,501 | $3,395-55.8% | $4,913-69.5% | $5,124-70.7% |