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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 | $11,125 | $57,119-80.5% | $85,187-86.9% | $80,935-86.3% |
| Participation rate | 28.1% | 56.4%-28.3pp | 67.5%-39.5pp | 67.7%-39.6pp |
| Annual return | 7.23% | 21.70%-14.5pp | 66.67%-59.4pp | 35.66%-28.4pp |
| Employer contribution / active EE | $622 | $1,802-65.5% | $2,732-77.2% | $2,757-77.4% |
| Participant deferral / active EE | $1,338 | $3,115-57.0% | $4,525-70.4% | $4,299-68.9% |
| Admin fee / account holder | $6,615 | $4,990+32.6% | $6,162+7.4% | $6,924-4.5% |