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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 | $20,212 | $57,073-64.6% | $85,126-76.3% | $80,925-75.0% |
| Participation rate | 44.4% | 56.4%-12.0pp | 67.5%-23.1pp | 67.7%-23.2pp |
| Annual return | 6.05% | 21.69%-15.6pp | 66.63%-60.6pp | 35.65%-29.6pp |
| Employer contribution / active EE | $627 | $1,801-65.2% | $2,731-77.1% | $2,756-77.3% |
| Participant deferral / active EE | $2,138 | $3,113-31.3% | $4,523-52.7% | $4,299-50.3% |
| Admin fee / account holder | $5,223 | $4,988+4.7% | $6,160-15.2% | $6,940-24.7% |