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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 | $81,233-27.9% | $155,567-62.3% | $80,874-27.5% |
| Participation rate | 10.9% | 66.2%-55.4pp | 78.2%-67.3pp | 67.6%-56.8pp |
| Annual return | 10.08% | 33.33%-23.2pp | 64.74%-54.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $699 | $3,101-77.5% | $4,674-85.0% | $2,756-74.6% |
| Participant deferral / active EE | $1,522 | $3,452-55.9% | $5,628-73.0% | $4,297-64.6% |
| Admin fee / account holder | $479 | $7,998-94.0% | $15,916-97.0% | $6,935-93.1% |