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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 | $28,024 | $56,054-50.0% | $171,082-83.6% | $62,881-55.4% |
| Participation rate | 55.6% | 62.9%-7.3pp | 76.7%-21.1pp | 69.3%-13.7pp |
| Annual return | 4.69% | 22.52%-17.8pp | 32.56%-27.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $751 | $1,731-56.6% | $4,002-81.2% | $2,281-67.1% |
| Participant deferral / active EE | $2,939 | $3,158-6.9% | $4,797-38.7% | $3,203-8.2% |
| Admin fee / account holder | $1,066 | $3,647-70.8% | $8,520-87.5% | $4,296-75.2% |