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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 | $23,367 | $48,053-51.4% | $84,628-72.4% | $72,975-68.0% |
| Participation rate | 29.3% | 57.6%-28.3pp | 68.2%-38.9pp | 69.5%-40.2pp |
| Annual return | 17.17% | 37.39%-20.2pp | 258.80%-241.6pp | 81.01%-63.8pp |
| Employer contribution / active EE | $271 | $1,602-83.1% | $2,653-89.8% | $2,440-88.9% |
| Participant deferral / active EE | $890 | $2,681-66.8% | $3,900-77.2% | $3,608-75.3% |
| Admin fee / account holder | $1,164 | $3,395-65.7% | $4,914-76.3% | $5,124-77.3% |