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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 | $16,404 | $48,053-65.9% | $84,623-80.6% | $72,983-77.5% |
| Participation rate | 34.7% | 57.6%-22.9pp | 68.2%-33.5pp | 69.5%-34.8pp |
| Annual return | 15.21% | 37.39%-22.2pp | 258.77%-243.6pp | 81.01%-65.8pp |
| Employer contribution / active EE | $335 | $1,602-79.1% | $2,652-87.4% | $2,440-86.3% |
| Participant deferral / active EE | $1,601 | $2,681-40.3% | $3,899-58.9% | $3,608-55.6% |
| Admin fee / account holder | $1,784 | $3,395-47.4% | $4,913-63.7% | $5,124-65.2% |