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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 | $20,272 | $81,358-75.1% | $155,556-87.0% | $80,959-75.0% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 8.79% | 33.39%-24.6pp | 64.84%-56.0pp | 35.67%-26.9pp |
| Employer contribution / active EE | $844 | $3,106-72.8% | $4,675-81.9% | $2,757-69.4% |
| Participant deferral / active EE | $2,553 | $3,455-26.1% | $5,631-54.7% | $4,300-40.6% |
| Admin fee / account holder | $1,020 | $7,994-87.2% | $15,885-93.6% | $6,925-85.3% |