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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 | $48,327-70.6% | $67,575-79.0% | $80,935-82.5% |
| Participation rate | 48.9% | 66.4%-17.5pp | 72.9%-24.1pp | 67.7%-18.8pp |
| Annual return | 7.50% | 18.31%-10.8pp | 3528.98%-3521.5pp | 35.66%-28.2pp |
| Employer contribution / active EE | $625 | $2,022-69.1% | $2,736-77.2% | $2,757-77.3% |
| Participant deferral / active EE | $2,277 | $2,927-22.2% | $4,003-43.1% | $4,299-47.0% |
| Admin fee / account holder | $848 | $3,692-77.0% | $3,993-78.8% | $6,924-87.8% |