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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 | $25,656 | $58,057-55.8% | $97,032-73.6% | $86,983-70.5% |
| Participation rate | 41.0% | 60.4%-19.3pp | 71.6%-30.5pp | 69.5%-28.5pp |
| Annual return | 4.08% | 22.26%-18.2pp | 35.38%-31.3pp | 25.83%-21.7pp |
| Employer contribution / active EE | $761 | $1,663-54.3% | $2,629-71.1% | $2,584-70.6% |
| Participant deferral / active EE | $903 | $3,244-72.2% | $4,672-80.7% | $4,194-78.5% |
| Admin fee / account holder | $859 | $4,839-82.3% | $9,418-90.9% | $7,856-89.1% |