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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 | $25,082 | $54,679-54.1% | $76,119-67.0% | $74,459-66.3% |
| Participation rate | 27.2% | 60.3%-33.2pp | 69.1%-41.9pp | 67.2%-40.1pp |
| Annual return | 9.16% | 31.90%-22.7pp | 361.25%-352.1pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $485 | $1,781-72.8% | $2,693-82.0% | $2,626-81.5% |
| Participant deferral / active EE | $969 | $3,072-68.5% | $4,259-77.3% | $4,350-77.7% |
| Admin fee / account holder | $1,935 | $2,238-13.6% | $6,421-69.9% | $1,945-0.5% |