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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 | $20,475 | $45,312-54.8% | $86,233-76.3% | $67,986-69.9% |
| Participation rate | 37.3% | 42.4%-5.1pp | 69.0%-31.7pp | 57.2%-19.9pp |
| Annual return | 13.90% | 24.79%-10.9pp | 61.39%-47.5pp | 31.67%-17.8pp |
| Employer contribution / active EE | $310 | $1,160-73.3% | $2,504-87.6% | $2,019-84.6% |
| Participant deferral / active EE | $1,764 | $2,185-19.2% | $4,559-61.3% | $3,358-47.5% |
| Admin fee / account holder | $6,905 | $3,295+109.6% | $8,342-17.2% | $3,203+115.6% |