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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 | $22,176 | $77,901-71.5% | $149,717-85.2% | $75,181-70.5% |
| Participation rate | 32.3% | 65.6%-33.3pp | 78.8%-46.5pp | 67.2%-34.9pp |
| Annual return | 11.72% | 31.73%-20.0pp | 134.41%-122.7pp | 160.69%-149.0pp |
| Employer contribution / active EE | $703 | $3,137-77.6% | $4,820-85.4% | $2,671-73.7% |
| Participant deferral / active EE | $1,458 | $3,411-57.3% | $5,682-74.3% | $4,126-64.7% |
| Admin fee / account holder | $1,489 | $5,949-75.0% | $13,213-88.7% | $5,650-73.6% |