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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 | $16,244 | $56,063-71.0% | $76,051-78.6% | $80,911-79.9% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 6.12% | 20.54%-14.4pp | 360.42%-354.3pp | 35.63%-29.5pp |
| Employer contribution / active EE | $556 | $1,874-70.4% | $2,690-79.3% | $2,756-79.8% |
| Participant deferral / active EE | $1,562 | $3,052-48.8% | $4,257-63.3% | $4,297-63.6% |
| Admin fee / account holder | $605 | $5,240-88.4% | $6,416-90.6% | $6,935-91.3% |