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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 | $24,024 | $45,050-46.7% | $63,018-61.9% | $70,126-65.7% |
| Participation rate | 56.1% | 69.5%-13.4pp | 74.8%-18.7pp | 69.5%-13.5pp |
| Annual return | 10.94% | 18.76%-7.8pp | 87.62%-76.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $784 | $2,052-61.8% | $2,761-71.6% | $2,343-66.5% |
| Participant deferral / active EE | $1,222 | $2,466-50.4% | $3,330-63.3% | $3,332-63.3% |
| Admin fee / account holder | $474 | $2,834-83.3% | $3,601-86.8% | $4,645-89.8% |