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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 | $22,452 | $62,672-64.2% | $185,117-87.9% | $70,126-68.0% |
| Participation rate | 48.6% | 63.8%-15.2pp | 77.3%-28.7pp | 69.5%-21.0pp |
| Annual return | 10.89% | 40.79%-29.9pp | 40.50%-29.6pp | 73.15%-62.3pp |
| Employer contribution / active EE | $810 | $1,753-53.8% | $4,182-80.6% | $2,343-65.4% |
| Participant deferral / active EE | $1,485 | $3,272-54.6% | $5,045-70.6% | $3,332-55.4% |
| Admin fee / account holder | $795 | $3,932-79.8% | $8,159-90.3% | $4,645-82.9% |