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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 | $19,689 | $58,848-66.5% | $88,179-77.7% | $82,637-76.2% |
| Participation rate | 34.0% | 57.9%-23.9pp | 69.1%-35.1pp | 68.1%-34.0pp |
| Annual return | 10.61% | 22.76%-12.1pp | 64.97%-54.4pp | 53.51%-42.9pp |
| Employer contribution / active EE | $350 | $1,678-79.2% | $2,549-86.3% | $2,552-86.3% |
| Participant deferral / active EE | $1,258 | $3,124-59.7% | $4,614-72.7% | $4,126-69.5% |
| Admin fee / account holder | $2,566 | $4,795-46.5% | $7,673-66.6% | $7,339-65.0% |