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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 | $24,896 | $75,058-66.8% | $152,301-83.7% | $64,340-61.3% |
| Participation rate | 23.0% | 60.9%-37.9pp | 82.4%-59.4pp | 55.2%-32.2pp |
| Annual return | 13.10% | 29.93%-16.8pp | 80.50%-67.4pp | 24.14%-11.0pp |
| Employer contribution / active EE | $768 | $2,605-70.5% | $4,624-83.4% | $1,862-58.7% |
| Participant deferral / active EE | $1,568 | $5,041-68.9% | $8,004-80.4% | $2,980-47.4% |
| Admin fee / account holder | $7,637 | $4,050+88.6% | $14,398-47.0% | $3,703+106.3% |