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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 | $16,336 | $49,255-66.8% | $70,494-76.8% | $79,856-79.5% |
| Participation rate | 16.1% | 69.2%-53.0pp | 75.1%-58.9pp | 69.6%-53.5pp |
| Annual return | 4.56% | 30.10%-25.5pp | 109.16%-104.6pp | 31.71%-27.1pp |
| Employer contribution / active EE | $522 | $2,100-75.1% | $2,738-80.9% | $2,471-78.9% |
| Participant deferral / active EE | $961 | $2,768-65.3% | $3,711-74.1% | $3,741-74.3% |
| Admin fee / account holder | $3,640 | $2,879+26.4% | $3,848-5.4% | $5,306-31.4% |