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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 | $15,513 | $95,406-83.7% | $185,849-91.7% | $85,847-81.9% |
| Participation rate | 34.5% | 68.8%-34.3pp | 81.7%-47.2pp | 69.3%-34.8pp |
| Annual return | 9.99% | 23.59%-13.6pp | 122.10%-112.1pp | 318.61%-308.6pp |
| Employer contribution / active EE | $761 | $3,314-77.0% | $5,169-85.3% | $2,565-70.3% |
| Participant deferral / active EE | $1,782 | $3,424-47.9% | $5,569-68.0% | $3,952-54.9% |
| Admin fee / account holder | $722 | $7,214-90.0% | $16,244-95.6% | $6,261-88.5% |