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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 | $22,846 | $81,358-71.9% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 30.0% | 66.3%-36.3pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 8.15% | 33.39%-25.2pp | 64.84%-56.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $571 | $3,106-81.6% | $4,675-87.8% | $2,757-79.3% |
| Participant deferral / active EE | $1,083 | $3,455-68.7% | $5,631-80.8% | $4,300-74.8% |
| Admin fee / account holder | $2,634 | $7,994-67.0% | $15,885-83.4% | $6,925-62.0% |