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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 | $48,284-56.6% | $67,524-69.0% | $80,911-74.1% |
| Participation rate | 42.1% | 66.4%-24.3pp | 72.9%-30.8pp | 67.6%-25.5pp |
| Annual return | 7.82% | 18.27%-10.5pp | 3519.41%-3511.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $870 | $2,021-56.9% | $2,734-68.2% | $2,756-68.4% |
| Participant deferral / active EE | $924 | $2,927-68.4% | $4,001-76.9% | $4,297-78.5% |
| Admin fee / account holder | $821 | $3,688-77.7% | $4,001-79.5% | $6,935-88.2% |