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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 | $18,507 | $49,249-62.4% | $70,476-73.7% | $79,852-76.8% |
| Participation rate | 44.8% | 69.2%-24.4pp | 75.1%-30.3pp | 69.6%-24.9pp |
| Annual return | 4.82% | 30.09%-25.3pp | 109.12%-104.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $588 | $2,100-72.0% | $2,738-78.5% | $2,471-76.2% |
| Participant deferral / active EE | $1,611 | $2,769-41.8% | $3,710-56.6% | $3,740-56.9% |
| Admin fee / account holder | $3,262 | $2,878+13.4% | $3,847-15.2% | $5,306-38.5% |