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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 | $20,571 | $84,236-75.6% | $170,435-87.9% | $70,126-70.7% |
| Participation rate | 27.8% | 70.8%-43.1pp | 83.6%-55.8pp | 69.5%-41.8pp |
| Annual return | 10.30% | 23.06%-12.8pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $748 | $3,387-77.9% | $5,432-86.2% | $2,343-68.1% |
| Participant deferral / active EE | $1,192 | $3,086-61.4% | $4,939-75.9% | $3,332-64.2% |
| Admin fee / account holder | $4,859 | $5,698-14.7% | $13,881-65.0% | $4,645+4.6% |