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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 | $21,208 | $73,988-71.3% | $96,538-78.0% | $75,177-71.8% |
| Participation rate | 21.8% | 66.4%-44.6pp | 74.3%-52.5pp | 67.2%-45.4pp |
| Annual return | 10.51% | 26.73%-16.2pp | 35.74%-25.2pp | 160.75%-150.2pp |
| Employer contribution / active EE | $749 | $2,930-74.4% | $3,740-80.0% | $2,671-72.0% |
| Participant deferral / active EE | $2,056 | $3,660-43.8% | $4,880-57.9% | $4,126-50.2% |
| Admin fee / account holder | $2,765 | $5,220-47.0% | $6,737-59.0% | $5,651-51.1% |