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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 | $23,521 | $77,920-69.8% | $149,723-84.3% | $75,177-68.7% |
| Participation rate | 28.9% | 65.6%-36.7pp | 78.8%-49.9pp | 67.2%-38.3pp |
| Annual return | 10.74% | 31.72%-21.0pp | 134.50%-123.8pp | 160.75%-150.0pp |
| Employer contribution / active EE | $526 | $3,138-83.3% | $4,821-89.1% | $2,671-80.3% |
| Participant deferral / active EE | $3,452 | $3,411+1.2% | $5,682-39.3% | $4,126-16.4% |
| Admin fee / account holder | $2,615 | $5,951-56.1% | $13,215-80.2% | $5,651-53.7% |