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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 | $36,465 | $48,050-24.1% | $96,754-62.3% | $64,340-43.3% |
| Participation rate | 25.4% | 40.6%-15.2pp | 70.3%-44.9pp | 55.2%-29.8pp |
| Annual return | 13.40% | 23.41%-10.0pp | 82.04%-68.6pp | 24.14%-10.7pp |
| Employer contribution / active EE | $847 | $1,204-29.7% | $2,679-68.4% | $1,862-54.5% |
| Participant deferral / active EE | $1,547 | $2,191-29.4% | $4,758-67.5% | $2,980-48.1% |
| Admin fee / account holder | $1,771 | $3,741-52.7% | $8,905-80.1% | $3,703-52.2% |