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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 | $14,635 | $43,075-66.0% | $74,577-80.4% | $62,881-76.7% |
| Participation rate | 25.4% | 58.1%-32.7pp | 68.1%-42.8pp | 69.3%-44.0pp |
| Annual return | 4.52% | 17.50%-13.0pp | 20.47%-15.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $206 | $1,498-86.2% | $2,525-91.8% | $2,281-91.0% |
| Participant deferral / active EE | $855 | $2,389-64.2% | $3,458-75.3% | $3,203-73.3% |
| Admin fee / account holder | $3,099 | $2,840+9.1% | $4,138-25.1% | $4,296-27.9% |