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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 | $22,948 | $51,638-55.6% | $68,368-66.4% | $82,448-72.2% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 11.21% | 37.53%-26.3pp | 292.57%-281.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,014 | $2,047-50.4% | $2,649-61.7% | $2,551-60.2% |
| Participant deferral / active EE | $2,178 | $2,914-25.2% | $4,123-47.2% | $4,139-47.4% |
| Admin fee / account holder | $1,764 | $4,643-62.0% | $5,150-65.7% | $7,234-75.6% |