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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 | $20,945 | $48,327-56.7% | $67,575-69.0% | $80,935-74.1% |
| Participation rate | 42.1% | 66.4%-24.3pp | 72.9%-30.8pp | 67.7%-25.6pp |
| Annual return | 7.82% | 18.31%-10.5pp | 3528.98%-3521.2pp | 35.66%-27.8pp |
| Employer contribution / active EE | $870 | $2,022-57.0% | $2,736-68.2% | $2,757-68.4% |
| Participant deferral / active EE | $924 | $2,927-68.4% | $4,003-76.9% | $4,299-78.5% |
| Admin fee / account holder | $821 | $3,692-77.8% | $3,993-79.4% | $6,924-88.1% |