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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 | $14,809 | $76,407-80.6% | $150,298-90.1% | $82,448-82.0% |
| Participation rate | 29.4% | 66.4%-37.0pp | 77.8%-48.3pp | 68.1%-38.7pp |
| Annual return | 8.05% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.6pp |
| Employer contribution / active EE | $860 | $2,614-67.1% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $1,171 | $3,214-63.6% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $4,078 | $6,352-35.8% | $14,116-71.1% | $7,234-43.6% |