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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 | $12,115 | $45,050-73.1% | $63,018-80.8% | $70,126-82.7% |
| Participation rate | 26.7% | 69.5%-42.8pp | 74.8%-48.1pp | 69.5%-42.9pp |
| Annual return | 6.69% | 18.76%-12.1pp | 87.62%-80.9pp | 73.15%-66.5pp |
| Employer contribution / active EE | $477 | $2,052-76.8% | $2,761-82.7% | $2,343-79.6% |
| Participant deferral / active EE | $1,090 | $2,466-55.8% | $3,330-67.3% | $3,332-67.3% |
| Admin fee / account holder | $436 | $2,834-84.6% | $3,601-87.9% | $4,645-90.6% |