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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 | $22,801 | $25,014-8.8% | $69,701-67.3% | $80,874-71.8% |
| Participation rate | 32.1% | 64.2%-32.1pp | 66.4%-34.3pp | 67.6%-35.5pp |
| Annual return | 10.67% | 19.07%-8.4pp | 100.32%-89.6pp | 35.62%-24.9pp |
| Employer contribution / active EE | $441 | $993-55.6% | $1,713-74.3% | $2,756-84.0% |
| Participant deferral / active EE | $2,007 | $1,839+9.1% | $2,887-30.5% | $4,297-53.3% |
| Admin fee / account holder | $2,312 | $2,488-7.1% | $4,717-51.0% | $6,935-66.7% |