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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 | $12,395 | $55,902-77.8% | $76,030-83.7% | $80,959-84.7% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 8.09% | 20.59%-12.5pp | 361.54%-353.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $673 | $1,867-64.0% | $2,688-75.0% | $2,757-75.6% |
| Participant deferral / active EE | $1,782 | $3,051-41.6% | $4,257-58.1% | $4,300-58.6% |
| Admin fee / account holder | $1,155 | $5,239-78.0% | $6,421-82.0% | $6,925-83.3% |