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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 | $58,608 | $81,276-27.9% | $155,574-62.3% | $80,925-27.6% |
| Participation rate | 10.9% | 66.2%-55.4pp | 78.2%-67.3pp | 67.7%-56.8pp |
| Annual return | 10.08% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $699 | $3,103-77.5% | $4,676-85.1% | $2,756-74.6% |
| Participant deferral / active EE | $1,522 | $3,453-55.9% | $5,629-73.0% | $4,299-64.6% |
| Admin fee / account holder | $479 | $7,993-94.0% | $15,914-97.0% | $6,940-93.1% |