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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 | $19,313 | $84,236-77.1% | $170,439-88.7% | $70,124-72.5% |
| Participation rate | 37.0% | 70.8%-33.8pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 10.98% | 23.06%-12.1pp | 205.94%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $632 | $3,387-81.3% | $5,433-88.4% | $2,342-73.0% |
| Participant deferral / active EE | $1,087 | $3,086-64.8% | $4,939-78.0% | $3,332-67.4% |
| Admin fee / account holder | $2,205 | $5,698-61.3% | $13,881-84.1% | $4,645-52.5% |