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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 | $10,507 | $51,642-79.7% | $129,384-91.9% | $80,935-87.0% |
| Participation rate | 34.3% | 56.9%-22.6pp | 69.6%-35.3pp | 67.7%-33.4pp |
| Annual return | 10.13% | 20.78%-10.6pp | 9461.77%-9451.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $633 | $1,583-60.0% | $4,153-84.8% | $2,757-77.1% |
| Participant deferral / active EE | $1,133 | $2,670-57.5% | $4,166-72.8% | $4,299-73.6% |
| Admin fee / account holder | $885 | $4,312-79.5% | $7,686-88.5% | $6,924-87.2% |