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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 | $22,684 | $85,171-73.4% | $172,752-86.9% | $72,975-68.9% |
| Participation rate | 50.7% | 70.1%-19.4pp | 82.6%-32.0pp | 69.5%-18.8pp |
| Annual return | 7.47% | 27.32%-19.9pp | 802.97%-795.5pp | 81.01%-73.5pp |
| Employer contribution / active EE | $924 | $3,324-72.2% | $5,144-82.0% | $2,440-62.1% |
| Participant deferral / active EE | $1,021 | $3,260-68.7% | $5,198-80.4% | $3,608-71.7% |
| Admin fee / account holder | $3,056 | $5,880-48.0% | $13,955-78.1% | $5,124-40.4% |