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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 | $26,923 | $62,672-57.0% | $185,117-85.5% | $70,126-61.6% |
| Participation rate | 43.3% | 63.8%-20.4pp | 77.3%-33.9pp | 69.5%-26.2pp |
| Annual return | 6.97% | 40.79%-33.8pp | 40.50%-33.5pp | 73.15%-66.2pp |
| Employer contribution / active EE | $1,144 | $1,753-34.8% | $4,182-72.6% | $2,343-51.2% |
| Participant deferral / active EE | $2,026 | $3,272-38.1% | $5,045-59.8% | $3,332-39.2% |
| Admin fee / account holder | $375 | $3,932-90.5% | $8,159-95.4% | $4,645-91.9% |