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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 | $14,184 | $48,314-70.6% | $67,561-79.0% | $80,925-82.5% |
| Participation rate | 48.9% | 66.4%-17.5pp | 72.9%-24.0pp | 67.7%-18.8pp |
| Annual return | 7.50% | 18.28%-10.8pp | 3525.44%-3517.9pp | 35.65%-28.1pp |
| Employer contribution / active EE | $625 | $2,022-69.1% | $2,735-77.1% | $2,756-77.3% |
| Participant deferral / active EE | $2,277 | $2,927-22.2% | $4,003-43.1% | $4,299-47.0% |
| Admin fee / account holder | $848 | $3,690-77.0% | $4,006-78.8% | $6,940-87.8% |