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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 | $19,174 | $76,407-74.9% | $150,298-87.2% | $82,448-76.7% |
| Participation rate | 58.8% | 66.4%-7.6pp | 77.8%-18.9pp | 68.1%-9.2pp |
| Annual return | 11.11% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $841 | $2,614-67.8% | $4,154-79.8% | $2,551-67.0% |
| Participant deferral / active EE | $898 | $3,214-72.1% | $5,453-83.5% | $4,139-78.3% |
| Admin fee / account holder | $1,175 | $6,352-81.5% | $14,116-91.7% | $7,234-83.8% |