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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 | $22,272 | $35,183-36.7% | $73,550-69.7% | $70,126-68.2% |
| Participation rate | 39.6% | 42.9%-3.3pp | 54.9%-15.3pp | 69.5%-30.0pp |
| Annual return | 11.22% | 26.90%-15.7pp | -15.16%+26.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $337 | $709-52.5% | $1,219-72.4% | $2,343-85.6% |
| Participant deferral / active EE | $804 | $1,220-34.1% | $1,804-55.4% | $3,332-75.9% |
| Admin fee / account holder | $1,018 | $2,302-55.8% | $2,320-56.1% | $4,645-78.1% |