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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 | $61,125-62.5% | $94,057-75.6% | $87,485-73.8% |
| Participation rate | 44.0% | 64.1%-20.1pp | 73.3%-29.3pp | 68.9%-24.9pp |
| Annual return | 11.21% | 35.20%-24.0pp | 480.62%-469.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,014 | $2,136-52.5% | $2,933-65.4% | $2,596-60.9% |
| Participant deferral / active EE | $2,178 | $3,260-33.2% | $4,709-53.8% | $4,274-49.0% |
| Admin fee / account holder | $1,764 | $5,629-68.7% | $7,244-75.6% | $7,775-77.3% |