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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 | $57,590-55.5% | $86,233-70.2% | $82,448-68.9% |
| Participation rate | 41.0% | 57.9%-16.8pp | 69.0%-28.0pp | 68.1%-27.0pp |
| Annual return | 4.08% | 22.41%-18.3pp | 61.39%-57.3pp | 41.64%-37.6pp |
| Employer contribution / active EE | $761 | $1,655-54.0% | $2,504-69.6% | $2,551-70.2% |
| Participant deferral / active EE | $903 | $3,080-70.7% | $4,559-80.2% | $4,139-78.2% |
| Admin fee / account holder | $859 | $4,730-81.9% | $8,342-89.7% | $7,234-88.1% |