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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 | $10,484 | $77,920-86.5% | $149,723-93.0% | $75,177-86.1% |
| Participation rate | 48.0% | 65.6%-17.6pp | 78.8%-30.8pp | 67.2%-19.2pp |
| Annual return | 11.33% | 31.72%-20.4pp | 134.50%-123.2pp | 160.75%-149.4pp |
| Employer contribution / active EE | $738 | $3,138-76.5% | $4,821-84.7% | $2,671-72.4% |
| Participant deferral / active EE | $1,427 | $3,411-58.2% | $5,682-74.9% | $4,126-65.4% |
| Admin fee / account holder | $3,943 | $5,951-33.7% | $13,215-70.2% | $5,651-30.2% |