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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 | $20,019 | $25,014-20.0% | $69,632-71.3% | $80,959-75.3% |
| Participation rate | 26.7% | 64.2%-37.5pp | 66.4%-39.8pp | 67.7%-41.0pp |
| Annual return | 11.32% | 19.08%-7.8pp | 101.32%-90.0pp | 35.67%-24.4pp |
| Employer contribution / active EE | $381 | $991-61.6% | $1,708-77.7% | $2,757-86.2% |
| Participant deferral / active EE | $1,394 | $1,840-24.2% | $2,889-51.8% | $4,300-67.6% |
| Admin fee / account holder | $2,660 | $2,491+6.8% | $4,695-43.4% | $6,925-61.6% |