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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 | $24,070 | $81,262-70.4% | $155,602-84.5% | $80,911-70.3% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.7pp | 67.6%-13.1pp |
| Annual return | 9.90% | 33.34%-23.4pp | 64.81%-54.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $928 | $3,102-70.1% | $4,675-80.2% | $2,756-66.3% |
| Participant deferral / active EE | $2,769 | $3,451-19.8% | $5,629-50.8% | $4,297-35.6% |
| Admin fee / account holder | $1,276 | $7,992-84.0% | $15,923-92.0% | $6,935-81.6% |