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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 | $18,578 | $51,184-63.7% | $66,439-72.0% | $86,983-78.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 9.76% | 17.07%-7.3pp | 757.66%-747.9pp | 25.83%-16.1pp |
| Employer contribution / active EE | $792 | $2,023-60.8% | $2,637-70.0% | $2,584-69.3% |
| Participant deferral / active EE | $1,290 | $2,927-55.9% | $3,876-66.7% | $4,194-69.2% |
| Admin fee / account holder | $2,081 | $4,154-49.9% | $6,173-66.3% | $7,856-73.5% |