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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 | $18,440 | $48,337-61.9% | $67,560-72.7% | $80,959-77.2% |
| Participation rate | 31.7% | 66.4%-34.8pp | 72.9%-41.3pp | 67.7%-36.0pp |
| Annual return | 10.58% | 18.26%-7.7pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $682 | $2,023-66.3% | $2,737-75.1% | $2,757-75.2% |
| Participant deferral / active EE | $1,855 | $2,928-36.6% | $4,004-53.7% | $4,300-56.9% |
| Admin fee / account holder | $2,503 | $3,695-32.3% | $3,994-37.3% | $6,925-63.9% |