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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 | $24,665 | $76,407-67.7% | $150,298-83.6% | $82,448-70.1% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 12.83% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $842 | $2,614-67.8% | $4,154-79.7% | $2,551-67.0% |
| Participant deferral / active EE | $2,446 | $3,214-23.9% | $5,453-55.1% | $4,139-40.9% |
| Admin fee / account holder | $1,601 | $6,352-74.8% | $14,116-88.7% | $7,234-77.9% |