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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 | $20,776 | $77,962-73.4% | $178,540-88.4% | $80,935-74.3% |
| Participation rate | 40.4% | 65.7%-25.2pp | 77.1%-36.7pp | 67.7%-27.2pp |
| Annual return | 10.49% | 18.10%-7.6pp | 27.15%-16.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $514 | $2,280-77.5% | $3,953-87.0% | $2,757-81.4% |
| Participant deferral / active EE | $2,354 | $4,404-46.5% | $6,281-62.5% | $4,299-45.2% |
| Admin fee / account holder | $1,536 | $7,156-78.5% | $10,424-85.3% | $6,924-77.8% |