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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 | $17,652 | $55,713-68.3% | $75,901-76.7% | $72,975-75.8% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.3%-22.4pp | 69.5%-22.6pp |
| Annual return | 10.92% | 27.60%-16.7pp | 30.76%-19.8pp | 81.01%-70.1pp |
| Employer contribution / active EE | $363 | $1,687-78.5% | $2,501-85.5% | $2,440-85.1% |
| Participant deferral / active EE | $1,403 | $2,634-46.8% | $3,603-61.1% | $3,608-61.1% |
| Admin fee / account holder | $4,570 | $3,980+14.8% | $5,420-15.7% | $5,124-10.8% |