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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 | $23,728 | $174,379-86.4% | $152,093-84.4% | $138,895-82.9% |
| Participation rate | 23.1% | 81.6%-58.6pp | 77.8%-54.7pp | 79.9%-56.8pp |
| Annual return | 10.27% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,048 | $4,652-77.5% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $2,221 | $6,159-63.9% | $5,451-59.3% | $6,396-65.3% |
| Admin fee / account holder | $367 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |