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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 | $10,024 | $45,343-77.9% | $150,298-93.3% | $67,986-85.3% |
| Participation rate | 35.5% | 51.9%-16.4pp | 77.8%-42.3pp | 57.2%-21.7pp |
| Annual return | 10.53% | 33.28%-22.7pp | 62.79%-52.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $216 | $1,462-85.3% | $4,154-94.8% | $2,019-89.3% |
| Participant deferral / active EE | $1,039 | $2,055-49.4% | $5,453-80.9% | $3,358-69.1% |
| Admin fee / account holder | $4,078 | $2,250+81.2% | $14,116-71.1% | $3,203+27.3% |