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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 | $18,208 | $77,638-76.5% | $156,551-88.4% | $62,881-71.0% |
| Participation rate | 35.6% | 71.2%-35.6pp | 84.0%-48.4pp | 69.3%-33.7pp |
| Annual return | 2.50% | 50.33%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $903 | $3,444-73.8% | $5,501-83.6% | $2,281-60.4% |
| Participant deferral / active EE | $1,242 | $3,046-59.2% | $4,871-74.5% | $3,203-61.2% |
| Admin fee / account holder | $1,946 | $5,561-65.0% | $13,028-85.1% | $4,296-54.7% |