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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 | $22,980 | $91,198-74.8% | $178,503-87.1% | $79,856-71.2% |
| Participation rate | 43.0% | 69.2%-26.2pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | 9.33% | 24.20%-14.9pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $689 | $3,257-78.8% | $5,011-86.2% | $2,471-72.1% |
| Participant deferral / active EE | $2,188 | $3,237-32.4% | $5,202-58.0% | $3,741-41.5% |
| Admin fee / account holder | $3,084 | $6,748-54.3% | $13,987-78.0% | $5,306-41.9% |