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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 | $26,684 | $53,128-49.8% | $86,582-69.2% | $70,126-61.9% |
| Participation rate | 47.0% | 65.3%-18.3pp | 73.5%-26.6pp | 69.5%-22.6pp |
| Annual return | 10.73% | 27.66%-16.9pp | 965.08%-954.4pp | 73.15%-62.4pp |
| Employer contribution / active EE | $675 | $2,068-67.4% | $2,839-76.2% | $2,343-71.2% |
| Participant deferral / active EE | $1,109 | $2,695-58.8% | $3,609-69.3% | $3,332-66.7% |
| Admin fee / account holder | $774 | $3,584-78.4% | $4,904-84.2% | $4,645-83.3% |