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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 | $26,603 | $78,672-66.2% | $109,163-75.6% | $85,856-69.0% |
| Participation rate | 39.7% | 68.3%-28.6pp | 75.9%-36.2pp | 69.3%-29.6pp |
| Annual return | 10.46% | 25.09%-14.6pp | 25.75%-15.3pp | 318.58%-308.1pp |
| Employer contribution / active EE | $928 | $2,734-66.1% | $3,723-75.1% | $2,565-63.8% |
| Participant deferral / active EE | $1,934 | $3,467-44.2% | $4,654-58.4% | $3,952-51.1% |
| Admin fee / account holder | $1,129 | $5,470-79.4% | $6,754-83.3% | $6,261-82.0% |