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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 | $16,799 | $81,276-79.3% | $155,574-89.2% | $80,925-79.2% |
| Participation rate | 40.7% | 66.2%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 9.12% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $550 | $3,103-82.3% | $4,676-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $1,387 | $3,453-59.8% | $5,629-75.4% | $4,299-67.7% |
| Admin fee / account holder | $1,931 | $7,993-75.8% | $15,914-87.9% | $6,940-72.2% |