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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 | $30,257 | $76,642-60.5% | $146,866-79.4% | $65,306-53.7% |
| Participation rate | 28.8% | 61.2%-32.4pp | 82.5%-53.7pp | 57.7%-28.8pp |
| Annual return | 9.79% | 33.40%-23.6pp | 102.85%-93.1pp | 21.94%-12.1pp |
| Employer contribution / active EE | $600 | $2,621-77.1% | $4,425-86.4% | $1,967-69.5% |
| Participant deferral / active EE | $1,232 | $4,864-74.7% | $7,759-84.1% | $2,959-58.4% |
| Admin fee / account holder | $5,462 | $3,960+37.9% | $13,620-59.9% | $3,480+57.0% |