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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 | $18,814 | $77,638-75.8% | $156,551-88.0% | $62,881-70.1% |
| Participation rate | 44.9% | 71.2%-26.3pp | 84.0%-39.1pp | 69.3%-24.4pp |
| Annual return | 1.97% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $997 | $3,444-71.0% | $5,501-81.9% | $2,281-56.3% |
| Participant deferral / active EE | $2,613 | $3,046-14.2% | $4,871-46.4% | $3,203-18.4% |
| Admin fee / account holder | $1,659 | $5,561-70.2% | $13,028-87.3% | $4,296-61.4% |