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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 | $27,862 | $51,620-46.0% | $90,304-69.1% | $65,185-57.3% |
| Participation rate | 37.0% | 68.6%-31.6pp | 73.3%-36.2pp | 70.2%-33.2pp |
| Annual return | 16.17% | 24.94%-8.8pp | 78.13%-62.0pp | 29.38%-13.2pp |
| Employer contribution / active EE | $847 | $2,235-62.1% | $2,855-70.3% | $2,177-61.1% |
| Participant deferral / active EE | $1,731 | $2,871-39.7% | $3,885-55.5% | $3,514-50.7% |
| Admin fee / account holder | $2,723 | $384+608.6% | $5,354-49.1% | $847+221.4% |