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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 | $48,996 | $81,331-39.8% | $155,534-68.5% | $80,935-39.5% |
| Participation rate | 18.5% | 66.3%-47.7pp | 78.2%-59.7pp | 67.7%-49.1pp |
| Annual return | 10.27% | 33.37%-23.1pp | 64.92%-54.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $924 | $3,105-70.2% | $4,675-80.2% | $2,757-66.5% |
| Participant deferral / active EE | $2,598 | $3,454-24.8% | $5,630-53.8% | $4,299-39.6% |
| Admin fee / account holder | $776 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |